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Wayne T. Slappy

Wealth Advisor
Education and Credentials
University of San Diego
Book a Complimentary Consultation

Wayne worked as a Manager and Vice President for global and local banks for over 12 years and has been in the wealth management industry for over 4 years. Prior to joining SteelPeak Wealth, Wayne was a financial advisor at Waddell & Reed. Wayne graduated from the University of San Diego where he earned his degree in Business Administration with a focus in Finance. He specializes in retirement planning, college savings, and comprehensive financial planning.

He is an active member of the City Club Los Angeles and a moderator for the All Cities Network. His philanthropic endeavors include supporting the Leukemia & Lymphoma Society and providing educational seminars for veterans and underprivileged youth. In his free time, Wayne enjoys playing golf and spending time with his two sons, Wayne Jr. and Bruce.

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Career Highlights
  • Certified Financial Literacy Instructor - taught private class focusing on women and high school age student, repeat instructor for a university in VA.
  • Partnered with several non-profits in CT, NJ & CA to empower students through financial literacy. (More to come in 2-3 months)
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Why did you get into wealth management?
Help people make sense of a complex industry. Help clients map out their personal goals in attainable ways so they feel more secure about their financial future.
What do you enjoy most about the work you do for SteelPeak clients?
The “ah ha” moments when new information really clicks for a client. There’s a light of confidence that glimmers in their eyes that wasn’t there before.
What do you love to do outside of work?
Enjoying time with my 2 sons. Swimming, biking, golfing, active trustee for the Hun School of Princeton
What is your favorite book or quote?
“Be the change you want to see in the world.” Gandhi
Schedule a Meeting with
Wayne
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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