Buildings

Cecilia Umbel

Client Service Manager
Education and Credentials

Cecilia began her professional career in the Financial Industry over 14 years ago. Prior to coming to Steel Peak, she has held various roles including back-office support, operations assistant, client services, and relationship manager. She earned her Bachelor’s in Business Administration with a emphasis on management in 2017.

In her spare time, you can find Cecilia cheering on her son’s football team, chasing a feral toddler, or enjoying a good book.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Cecilia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Morten Roness, MBA
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Stacy Borek, CFP®
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Rich Winer
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Flavia Nunes
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Shelby Brennan, CPA, CFP®
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Joe Mezzetta, CPA
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Anthony Kim
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Andy Rosas
AI Strategy & Operations Manager
Wayne T. Slappy
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Alejandra Guzman
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Airene Williamson
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Samantha Orellana
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Kiras Persky
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Joshua Fein
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Nicolo Gori
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Rachel Otto
Staff Accountant
JP Tran
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Kim Zajic
Chief Administrative Officer
Luke Everhart
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Peter Amling, CFP®
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Derek Ruan
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Ryan Saidi, AIF®
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