Buildings

Jessica Donovan, CFP®, AIF®, SE-AWMA®

Sr. Wealth Advisor
Education and Credentials
Brown University
B.A. in Business, Entrepreneurship & Organizations
CFP®, AIF®, SE-AWMA®

As a Senior Wealth Advisor at SteelPeak Wealth, Jessica Donovan is passionate about helping individuals and families build financial confidence through thoughtful, personalized planning. She specializes in retirement planning and multigenerational wealth planning, helping clients navigate life's transitions while creating strategies that align with their goals, values, and legacy. Jessicabelieves the best financial advice begins with listening and is built on trust, education, and long-term relationships.

Jessica grew up in Torrance, California, and earned her Bachelor of Arts in Business, Entrepreneurship & Organizations from Brown University in 2015, where she was also a Division I softball student-athlete. The discipline, resilience, and teamwork she developed through athletics continue to shape her collaborative, client-first approach today.

Before joining SteelPeak Wealth, Jessica spent more than a decade with Signature Estate & Investment Advisors, where she began as an intern and advanced to Financial Advisor. During her tenure, she built lasting relationships with clients while guiding individuals and families through every stage of their financial lives, from accumulating wealth to preparing for retirement and creating plans that support future generations.

Jessica is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Investment Fiduciary® (AIF®) and Sports & Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA®) designations, along with Series 7 and Series 66 securities licenses and insurance licenses. She is committed to continuous learning and providing fiduciary-focused guidance tailored to each client’s unique circumstances.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
Why did you get into wealth management?
I was drawn to wealth management because it combined two things I enjoy: analytical problem-solving and the opportunity to make a meaningful difference in people's lives.
What do you enjoy most about the work you do for SteelPeak clients?
Throughout my career I have witnessed the profound impact a thoughtful financial plan—and having a trusted advisor in your corner—can have and enjoy bringing that sense of empowerment to my clients
What do you love to do outside of work?
Spending time with my husband, daughter, and our spoiled dog. Specifically exploring the great outdoors of Colorado, reading fantasy novels, playing slow-pitch softball, and gardening.
What is your favorite book or quote?
"The most important step a person can take is always the next one." — Brandon Sanderson (Oathbringer)
Schedule a Meeting with
Jessica
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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