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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

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