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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

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