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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

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