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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

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