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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

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