Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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