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Nina Weiss

Sr. Client Service Associate
Education and Credentials
Book a Complimentary Consultation

Nina began her professional career in Human Resources, with a focus on Benefits and Retirement. She is excited to step into the Wealth Management space as a Customer Service Associate with SteelPeak. Nina is passionate about helping others through kindness, clear communication, and empathy.

Nina enjoys singing, songwriting, watching the Los Angeles Dodgers, and spending time with her husband and dog.

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Career Highlights
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Schedule a Meeting with
Nina
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

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