Buildings

Raesa Martin

Client Service Associate
Education and Credentials
Pepperdine University
B.S. in Business Administration with an emphasis in Finance

Raesa Martin joined SteelPeak Wealth as a Client Service Associate after earning her B.S. in Business Administration with an emphasis in Finance from Pepperdine University in May 2025. While completing her degree, she gained hands-on experience at a boutique tax and accounting firm, where she supported diverse accounting, tax, and operational functions.

Raesa has a strong interest in roles that combine relationship management with precision and organization. Known for her attention to detail, professionalism, and approachable energy, she is dedicated to creating a seamless and supportive experience for both clients and advisors.

Outside of work, Raesa enjoys running, pilates, reading, and spending time with dogs.

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

Other Team Members

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