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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

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