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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

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