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

Jordan Thatcher
Senior Tax Consultant
Nick Sailer
Investment Analyst
Cole Murphy
Business Development Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Sam Sosa
Wealth Advisor
Joshua Fein
Controller
Maddie Zakarian
Administrative Specialist
Omeri Davidi
Operations Associate
Lexi Shaheri
Client Service Associate
Spencer Mittin
Client Service Associate
Kim Zajic
Chief Administration Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brendan Finneran
Senior Portfolio Manager
Leonard Green
Compliance Manager
Justin Iskander, CPA
Investment Analyst
Lisa Tashtchian
Business Development Coordinator
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Michael Rashtian
Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Amalia Uribe
Human Resources Manager
Tyler Resh
Chief Growth Officer
Bardia Maghami
Fund Operations Associate
Nicolo Gori
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Colin Kapp
Director of Marketing
Katherine Neto, AWMA®
Client Service Associate
Joseph Brandolino
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Victoria Harding
Corporate Development Analyst
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Roger Lopez
Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
James Cordle
Senior Trader
Steven Dymant
Director of Alternative Solutions
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Stephanie Valderrama
Administrative Assistant
James Cotton
Operations Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Airene Williamson
Chief Legal Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO