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Joe Mezzetta, CPA

Tax Preparation Manager
Education and Credentials
University of California, Santa Barbara
Bachelor of Science (BS) in Business Economics, emphasis in Accounting, minor in Sports Management
CPA

Joe Mezzetta is a Certified Public Accountant with over 15 years of experience in public accounting. A 2010 graduate of UC Santa Barbara, he earned his degree in Business Economics with an emphasis in Accounting and a minor in Sports Management. Joe started his career at a local CPA firm, where he developed a strong foundation in bookkeeping, property management, and tax preparation before obtaining his CPA license in 2015.

Today, he focuses on helping clients navigate complex individual, business, and trust tax matters, providing detailed tax planning and QuickBooks support throughout the year. When he’s not in the office, Joe enjoys staying active, playing basketball, walking his dogs, watching his kids play sports, and enjoying a good board game with family and friends.

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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
Joe
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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Zack Farooquee, AAMS®, AIF®
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Richard Stucki
Senior Tax Reviewer
Rich Winer
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Michael Nader, EA
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Alejandra Guzman
Paralegal – Compliance Associate
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Jennifer Prendergast
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Andrew Moss
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Joseph Brandolino
Associate Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Anthony Kim
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James Cordle
Senior Trader
Lesny Espinoza
Tax Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Kiras Persky
Deputy General Counsel
Wyatt Gibson
Junior Tax Associate
Kingsley Choi
Wealth Advisor
Luke Everhart
Business Development Associate
Myles Bozinovski
Business Development Manager
Samantha Orellana
Client Service Associate
Joe Fusaro
Director of Operations
Tyler Resh
Chief Growth Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jackie Stafford
Client Service Associate
Kim Zajic
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Joshua Fein
Controller
Flavia Nunes
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Cecilia Umbel
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
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Alexandra Miller
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JP Tran
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Steven K. Ridgeway, CPA
Tax Services Lead
Brandon McAuslen
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Peter Amling, CFP®
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
Morten Roness, MBA
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Christine Mueller Coley, CFP®, CDFA®
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Michelle Nanoff
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Michael Rashtian
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Steven Dymant
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Lisa Tashtchian
Sr. Client Service Associate
Leonard Green
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Andrea Chandos
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Jordan Thatcher
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Ryan Santiago
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Jess Boone
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Dylan Drake
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Nina Weiss
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Aimie Lalas
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Stephanie Valderrama
Administrative Assistant
Daniel Atchinson
Junior Tax Associate
Derek Ruan
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Teddy Weber, CPA
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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