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Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing
Book a Complimentary Consultation

Joe is the Director of Operations at SteelPeak Wealth. With over 20 years of RIA/BD experience, he has held a wide range of responsibilities working in all facets of the business, including as an Advisor, compliance, operations, and human resources. Joe earned his B.S. in Marketing, Magna Cum Laude, from Arizona State University.

When not working, Joe spends his time with his wife visiting California wine regions, hiking the many historic hidden stairs in Los Angeles, and traveling to see friends and family.

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Schedule a Meeting with
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

Tony Walsh
Chief Operating Officer
Kingsley Choi
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nina Weiss
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Samantha Orellana
Client Service Associate
Andy Rosas
Operations Manager
Roger Lopez
Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Luke Everhart
Business Development Associate
Jordan Thatcher
Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Charlotte Perkinson
HR & Talent Manager
Andrea Chandos
Senior Tax Administrator
Teddy Weber, CPA
Tax Associate
Wayne T. Slappy
Wealth Advisor
Rachel Otto
Staff Accountant
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Michael Nader, EA
Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Nicolo Gori
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Annie Heller
Associate Wealth Advisor & Investment Analyst
Joshua Fein
Controller
Lucas McDonnell
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
JP Tran
Client Service Associate
Josh Lev
Vice President, Investment Research
Raesa Martin
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Wyatt Gibson
Junior Tax Associate
Cecilia Umbel
Client Service Manager
Daniel Atchinson
Junior Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tyler Resh
Chief Growth Officer
Mike Shotton
Sr. Vice President, Wealth Advisor
Lesny Espinoza
Tax Associate
Brandon McAuslen
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Alexandra Miller
Full Charge Bookkeeper
Joseph Brandolino
Associate Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Drew Clanton
Operations Associate
Jennifer Prendergast
Tax Operations Lead
Ryan Santiago
Operations Manager
James Cordle
Senior Trader
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Steven Dymant
Director of Alternative Solutions
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Rich Winer
Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Benjamin Kanter
Client Service Associate
Richard Stucki
Senior Tax Reviewer
Leonard Green
Compliance Manager
Katherine Neto, AWMA®
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Steve Racius
Associate Wealth Advisor