Buildings

Lexi Shaheri

Client Service Associate
Education and Credentials
Book a Complimentary Consultation

Lexi is a Client Service Associate at SteelPeak Wealth, where she supports client relationships and contributes to the firm’s operations. She graduated from UC Santa Barbara with a degree in Economics and a certificate in Technology Management, blending her academic expertise with a strong passion for the financial industry.

Outside of work, Lexi enjoys spending time at the beach, traveling, and baking.

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
Lexi
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

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