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Stephanie Valderrama

Administrative Assistant
Education and Credentials

In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.

Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.

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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
Stephanie
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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Dylan Drake
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Joe Mezzetta, CPA
Senior Tax Associate
Luke Anderson, SE-AWMA®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Bardia Maghami
Fund Operations Associate
Michael Nader, EA
Tax Associate
Aimie Lalas
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Anthony Kim
Portfolio Manager
Jordan Thatcher
Senior Tax Consultant
Brendan Finneran
Senior Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Luke Everhart
Business Development Associate
Wayne T. Slappy
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Michelle Nanoff
Senior Client Service Associate
Andy Rosas
Operations Manager
Teddy Weber, CPA
Tax Associate
Joe Fusaro
Director of Operations
Myles Bozinovski
Business Development Manager
Kim Zajic
Chief Administration Officer
Mike Shotton
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Samantha Orellana
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Nina Weiss
Client Service Associate
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Airene Williamson
Chief Legal Officer
Josh Lev
Alternative Investment Associate
Leonard Green
Compliance Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Kingsley Choi
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Alejandra Guzman
Paralegal – Compliance Associate
Raesa Martin
Client Service Associate
Stacy Borek, CFP®
Senior Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Maddie Zakarian
Administrative Specialist
Brandon McAuslen
Portfolio Manager
Christine Mueller Coley, CFP®, CDFA®
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Joseph Brandolino
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Richard Stucki
Senior Tax Reviewer
Lucas McDonnell
Client Service Associate
Steve Racius
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Andrea Chandos
Senior Tax Administrator
Joshua Fein
Controller
Roger Lopez
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Santiago
Operations Manager
Michael Rashtian
Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Nicolo Gori
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