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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.

Other Team Members

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