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

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