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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

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