Buildings

JP Tran

Client Service Associate
Education and Credentials
UC Santa Barbara
B.A. in Communication
Book a Complimentary Consultation

JP Tran is a Client Service Associate at SteelPeak Wealth, based out of the Woodland Hills office. Originally from Orange County, California, he graduated from UC Santa Barbara with a B.A. in Communication.     

Before joining SteelPeak, JP completed Enterprise Mobility’s Management Trainee Program, gaining experience in sales, leadership, customer service, and operations. He is dedicated to delivering exceptional client support while continuing to expand his knowledge in the financial industry.

In his free time, JP enjoys playing soccer, djing, producing music, and spending quality time with friends and family.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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
JP
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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