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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

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