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Michael Nader, EA

Tax Associate
Education and Credentials
California State University, Northridge
B.S. in Accounting
Enrolled Agent

Michael Nader is an accomplished Enrolled Agent with seven years of expertise in tax compliance and resolution, serving high net worth individuals and families. As a Tax Associate at SteelPeak, Michael specializes in navigating complex tax challenges, delivering strategic solutions that ensure compliance while optimizing financial outcomes. His proficiency in tax resolution is exemplified by successfully negotiating a $420,000 North Carolina state tax balance down to $18,000, saving his client significant resources.

Michael holds a bachelor’s degree in accounting from California State University, Northridge, and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). Known for his analytical precision and client-focused approach, he is dedicated to simplifying intricate tax matters and supporting clients’ long-term wealth goals. In his free time, Michael enjoys exploring nature and seeking out new destinations, embracing the novelty and tranquility of the outdoors.

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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
Michael
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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