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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

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