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Justin Iskander, CFP®, CPA, MBA

Wealth Advisor
Education and Credentials
University of California, Los Angeles
Bachelor of Science, Economics and Accounting; MBA, concentration in Finance
CFP®, CPA

Justin Iskander is a Wealth Advisor and member of the investment committee at SteelPeak Wealth. A double Bruin, he earned both his MBA with a concentration in finance and his bachelor’s degree in economics and accounting from UCLA Anderson School of Management, where he developed advanced expertise in financial analysis and investment strategies. Justin also holds an active California CPA license and is a Certified Financial Planner (CFP®).

Earlier in his career, Justin gained a strong accounting foundation as an auditor at Deloitte, specializing in financial services companies. He also worked as an Analyst in Kroll’s Transaction Advisory Services practice, where he performed financial due diligence on mergers and acquisitions for private equity firms.

Outside of work, Justin enjoys running, hiking, playing soccer, and spending time with friends and family. He also volunteers as a mentor to undergraduate students at UCLA who are interested in pursuing careers in business.

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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
Justin
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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