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Joe Mezzetta, CPA

Senior Tax Associate
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.

Other Team Members

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