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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

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