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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?
Schedule a Meeting with
Steven
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
JP Tran
Client Service Associate
Harley Guzman
Office Manager & Junior Paralegal
Joseph Brandolino
Associate Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Anthony Kim
Portfolio Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Dalia Dardoon
Associate Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Jason Hart
Director of Operations
Andy Rosas
AI Strategy & Operations Manager
Jack Martin
Associate
Cecilia Umbel
Client Service Manager
Andrea Chandos
Sr. Tax Administrator
Wayne T. Slappy
Wealth Advisor
Bradley Triana
Tax Consultant
Allison Garcia
Tax Administrator
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Nina Weiss
Sr. Client Service Associate
Kingsley Choi
Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Rachel Otto
Staff Accountant
Jonathan Sheen
Junior Portfolio Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Alexandra Miller
Full Charge Bookkeeper
Brandon McAuslen
Portfolio Manager
Joe Fusaro
Director of Operations
Derek Ruan
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lucas McDonnell
Client Service Associate
Myles Bozinovski
Business Development Manager
Teddy Weber, CPA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Luke Everhart
Business Development Associate
Katherine Neto, AWMA®
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Flavia Nunes
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Andrew Moss
Wealth Advisor
Leonard Green
Compliance Manager
Laila Bahman
Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Enrique Vargas
Business Development
Daniel Atchinson
Junior Tax Associate
James Cordle
Senior Trader
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Lesny Espinoza, EA
Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Stephanie Valderrama
Administrative Assistant
Charlotte Perkinson
HR & Talent Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Annie Heller
Associate Wealth Advisor & Investment Analyst
Joshua Fein
Controller
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Kiras Persky
Deputy General Counsel
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tony Walsh
Chief Operating Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Adam Greenwald
Sr. Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Jordan Thatcher
Sr. Tax Consultant
Lisa Tashtchian
Sr. Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Jackie Stafford
Sr. Client Service Associate
Samantha Orellana
Client Service Associate
Josh Lev
Vice President, Investment Research
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Rich Winer
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Camille Reyes
Associate