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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

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