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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

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