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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.

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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
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

Lisa Tashtchian
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Stephanie Valderrama
Administrative Assistant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Derek Ruan
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Bardia Maghami
Vice President, Fund Operations
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Michael Nader, EA
Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Tyler Resh
Chief Growth Officer
Anthony Kim
Portfolio Manager
Allison Garcia
Tax Administrator
Myles Bozinovski
Business Development Manager
Nicolo Gori
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrea Chandos
Senior Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
JP Tran
Client Service Associate
Kiras Persky
Deputy General Counsel
Alexandra Miller
Full Charge Bookkeeper
Rich Winer
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kingsley Choi
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
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Alejandra Guzman
Paralegal – Compliance Associate
Cecilia Umbel
Client Service Manager
Andy Rosas
AI Strategy & Operations Manager
Teddy Weber, CPA
Tax Associate
Leonard Green
Compliance Manager
Kim Zajic
Chief Administrative Officer
Andrew Moss
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Flavia Nunes
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Tony Walsh
Chief Operating Officer
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Aimie Lalas
Tax Administrator
Josh Lev
Vice President, Investment Research
Annie Heller
Associate Wealth Advisor & Investment Analyst
Jennifer Prendergast
Tax Operations Lead
Jackie Stafford
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Katherine Neto, AWMA®
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Mike Janis
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
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Peter Amling, CFP®
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Nina Weiss
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Charlotte Perkinson
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Joe Mezzetta, CPA
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Rina Pineda, CPA, MST
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Ryan Santiago
Operations Manager
Wyatt Gibson
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Wayne T. Slappy
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Daniel Atchinson
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