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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

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