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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

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