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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

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