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Steven K. Ridgeway, CPA

Tax Services Lead
Education and Credentials
California State University, Los Angeles
B.S., Business Administration (Accounting)

Steve Ridgeway is a highly respected Certified Public Accountant with fifty-plus years of experience in tax planning, compliance, valuation, and financial advisory work. He is recognized for his deep expertise, thoughtful leadership, and long-standing commitment to client service.

Steve began his career with the Internal Revenue Service in Santa Barbara, where he served as a Revenue Agent from 1972 to 1979. In this role, he conducted income and payroll tax audits for individuals, corporations, and partnerships, ensuring compliance with the Internal Revenue Code. He also contributed to the training and development of new IRS personnel through classroom instruction and on-the-job training.

From 1979 through February 2025, Steve was the senior partner at Ridgeway & Warner, Certified Public Accountants, a respected local CPA firm in Santa Barbara. In February 2025, Ridgeway & Warner merged with SteelPeak Tax Consulting, LLC, where Steve continues to bring his extensive expertise and client-centered approach to the firm. His work includes supervising staff in estate and income tax planning and compliance, representing clients before taxing authorities during audits and appeals, and assisting clients with comprehensive financial planning. His experience also includes expert witness testimony before Superior Court involving income taxes, divorce matters, business valuations, cash flow analysis, and division of community property.

Hobbies & Personal Interests

Outside of his professional life, Steve enjoys an active lifestyle that includes hiking, motorcycle rides, and walking his dogs.  Steve is looking forward to gradually cutting back on his senior partner responsibilities so he can enjoy more time with family and friends.

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Career Highlights

B.S., Business Administration (Accounting), 1972 – California State University, Los Angeles

Certified Public Accountant, 1978 – California State Board of Accountancy

Lifetime California Junior College Teaching Credential in Accounting, 1980

Certificate of Achievement, Personal Financial Planning, 1991 – American Institute of Certified Public Accountants

Professional Member, National Association of Certified Valuation Analysts, 1996

Certificate of Achievement, Business Valuation, 1997 – American Institute of Certified Public Accountants

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?
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Steven
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Other Team Members

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