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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

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