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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

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