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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

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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Peter Amling, CFP®
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Maz Esmailbeigi AIF®, CFS®, CAS®
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Lesny Espinoza
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
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Kim Zajic
Chief Administrative Officer
Michael Rashtian
Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Bardia Maghami
Vice President, Fund Operations
Joseph Brandolino
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
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Operations Manager
Lucas McDonnell
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Stephanie Valderrama
Administrative Assistant
Michael Nader, EA
Tax Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Jackie Stafford
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Richard Stucki
Senior Tax Reviewer
Charlotte Perkinson
HR & Talent Manager
Andrew H. Jacobson
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Cecilia Umbel
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Wayne T. Slappy
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Allison Garcia
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Michelle Nanoff
Sr. Client Service Associate
Derek Ruan
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Lisa Tashtchian
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Tyler Resh
Chief Growth Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Aimie Lalas
Tax Administrator
Roger Lopez
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Anthony Kim
Portfolio Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Joe Mezzetta, CPA
Tax Preparation Manager
Rich Winer
Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Airene Williamson
Chief Legal & Compliance Officer
Jess Boone
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Kingsley Choi
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Andrea Chandos
Senior Tax Administrator
Flavia Nunes
Sr. Vice President, Wealth Advisor
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Annie Heller
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Nina Weiss
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Kiras Persky
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Brandon McAuslen
Portfolio Manager
Mark Koellner, CFP®, CRPC®
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Compliance Manager
Nicolo Gori
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Joe Fusaro
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Sr. Vice President, Wealth Advisor
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Controller