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Lesny Espinoza

Tax Associate
Education and Credentials
University of San Diego
Bachelor of Accountancy (B.A.C.C.), Minor in Spanish

Lesny Espinoza is an Enrolled Agent with five years of experience in tax and accounting. She graduated from the University of San Diego in 2019 with a degree in Accounting and a minor in Spanish. Lesny began her career in corporate accounting, where she built a strong foundation before transitioning into taxation. She now specializes in individual, business, and trust tax returns, and provides comprehensive tax planning tailored to each client’s unique needs.

Outside of work, Lesny enjoys keeping up with sports, staying active, and spending quality time with family and 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
Lesny
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Chief Operating Officer
Myles Bozinovski
Business Development Manager
Rich Winer
Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Aimie Lalas
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
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Rina Pineda, CPA, MST
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Justin Iskander, CFP®, CPA, MBA
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Nina Weiss
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Tyler Resh
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Cecilia Umbel
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Benjamin Kanter
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Andrea Chandos
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Teddy Weber, CPA
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Lucas McDonnell
Client Service Associate
Joshua Fein
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Morten Roness, MBA
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kiras Persky
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Lisa Tashtchian
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