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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

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