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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

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Joseph Auday, CFP®, CRPC®
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Kim Zajic
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Anthony Kim
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joshua Fein
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Joe Fusaro
Director of Operations
Brendan Finneran
Senior Portfolio Manager
Jennifer Prendergast
Tax Operations Lead
Drew Clanton
Operations Associate
Alexandra Miller
Full Charge Bookkeeper
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brandon McAuslen
Portfolio Manager
Andrea Chandos
Senior Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Mike Janis
Sr. Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Steven Dymant
Director of Alternative Solutions
Rich Winer
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Cecilia Umbel
Client Service Manager
Leonard Green
Compliance Manager
Daniel Atchinson
Junior Tax Associate
James Cordle
Senior Trader
Flavia Nunes
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Peter Amling, CFP®
Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Alejandra Guzman
Paralegal – Compliance Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Lesny Espinoza
Tax Associate
Nicolo Gori
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Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lexi Shaheri
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Aimie Lalas
Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Tony Walsh
Chief Operating Officer
Michael Nader, EA
Tax Associate
JP Tran
Client Service Associate
Ryan Santiago
Operations Manager
Michelle Nanoff
Sr. Client Service Associate
Roger Lopez
Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Steve Racius
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Mark Koellner, CFP®, CRPC®
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Annie Heller
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Morten Roness, MBA
Vice President, Wealth Advisor
Nina Weiss
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Richard Stucki
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Ceasar Garvida, CFP®, CIMA®
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
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Andy Rosas
Operations Manager
Luke Everhart
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Samantha Orellana
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Associate Wealth Advisor
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