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Joseph Brandolino

Associate Wealth Advisor
Education and Credentials

Joseph grew up in Southern California before attending Aurora University in the suburbs of Chicago, IL where he played Division III lacrosse and obtained his B.S. in both Biology and Health Sciences.

After graduating, Joseph shifted his focus away from health sciences. He then spent two years in Las Vegas, NV where he began his professional career as an executive assistant to a private family office, before transitioning into an analyst role within their asset management division. He has since relocated back to Southern California and joined SteelPeak Wealth as a Client Services Associate.

Outside of work, Joseph enjoys spending his time golfing, surfing, and camping in the mountains with his 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
Joseph
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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