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Teddy Weber, CPA

Tax Associate
Education and Credentials
University of California, Santa Barbara
CPA

With three years of tax experience and two years in audit, Teddy Weber, CPA, offers a well-rounded perspective on financial compliance, tax strategy, and entity structuring. Teddy earned his degree from the University of California, Santa Barbara, and is an active community member, participating in the Santa Barbara Men’s Golf Club and maintaining a strong commitment to health and fitness.

Leveraging his experience in corporate, partnership, and trust taxation, Teddy specializes in solving complex accounting issues and ensuring tax efficiency for businesses across various industries, including real estate, professional services, and retail. His audit experience enhances his ability to identify financial discrepancies and improve compliance, providing clients with comprehensive tax planning and financial reporting services.

Beyond entity taxation, Teddy builds long-term client relationships and provides thoughtful, individualized guidance that reflects each client’s financial goals.

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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
Teddy
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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