Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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