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Lexi Shaheri

Client Service Associate
Education and Credentials
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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.

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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
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