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

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