Buildings

Harley Guzman

Office Manager & Junior Paralegal
Education and Credentials
Vanguard University
B.A. in Business Administration, Concentration in Management

Harley brings experience in administrative support, legal documentation, and client organizational management to her role as Junior Paralegal & Office Manager at SteelPeak Wealth. She supports daily office operations, legal and administrative processes, and team-focused initiatives while maintaining a high level of organization, professionalism, and attention to detail.

Harley earned her Bachelor's degree in Business Administration with a Management concentration from Vanguard University, where she developed a strong foundation in business operations, organizational leadership, and team collaboration. Fluent in both English and Spanish, she is passionate about streamlining office operations and building meaningful relationships. She takes pride in fostering a collaborative work environment and contributing to an organized workplace.

A Southern California native, Harley enjoys spending time with family and friends, traveling, staying active, and exploring new restaurants.

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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
Harley
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Adam Greenwald
Sr. Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Brandolino
Associate Wealth Advisor
Leonard Green
Compliance Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Dylan Drake
Marketing Associate
Stephanie Valderrama
Administrative Assistant
Stephen Fringer
Systems & Reporting Manager
Myles Bozinovski
Business Development Manager
Jennifer Prendergast
Tax Operations Lead
Dalia Dardoon
Associate Wealth Advisor
Cecilia Umbel
Client Service Manager
Josh Lev
Vice President, Investment Research
Lesny Espinoza, EA
Tax Associate
Daniel Atchinson
Junior Tax Associate
Jackie Stafford
Sr. Client Service Associate
James Cordle
Senior Trader
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Jack Martin
Associate Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Luke Everhart
Business Development Associate
Brendan Finneran
Senior Portfolio Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Derek Ruan
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Curtis Cooper
Associate Wealth Advisor
Laila Bahman
Associate
Joshua Fein
Controller
Aimie Lalas
Tax Administrator
JP Tran
Client Service Associate
Natalie Arias
Office Manager & Administrative Assistant
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Enrique Vargas
Business Development
Annie Heller
Associate Wealth Advisor & Investment Analyst
Kingsley Choi
Wealth Advisor
Ryan Santiago
Operations Manager
Lisa Tashtchian
Sr. Client Service Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Jonathan Sheen
Junior Portfolio Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jason Hart
Director of Operations
Rich Winer
Vice President, Wealth Advisor
Bradley Triana
Tax Consultant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Andrew Moss
Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Mike Janis
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Joe Mezzetta, CPA
Tax Preparation Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Wayne T. Slappy
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brandon McAuslen
Portfolio Manager
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Roger Lopez
Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Patrick Oliver, MST, EA
Senior Tax Consultant
Robert Venezia
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Teddy Weber, CPA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Noah Barrionuevo
Associate
Wyatt Gibson
Junior Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Kim Zajic
Chief Administrative Officer
Tony Walsh
Chief Operating Officer
Andrea Chandos
Sr. Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joe Fusaro
Director of Operations
Jess Boone
Director of Client Development, SteelPeak Sports
Mike Shotton
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO