For over twenty years, Ceasar has worked with clients and their families to achieve, preserve, and protect their financial goals and objectives through comprehensive financial planning. As a Certified Financial Planner CFP®, and Certified Investment Management Analyst CIMA®, Ceasar combines the technical knowledge of planning and investments to educate and direct SteelPeak’s clients to financial excellence. He is actively involved with the community through the UCLA’s Alumni Association, Financial Planning Association, and Investments & Wealth Institute. In 2008, he married the love of his life, Juliet. Living in Burbank, they enjoy traveling, tennis and golf. However, their true pass

Ceasar Garvida
Wealth Advisor
SteelPeak Wealth
United States, California, Los Angeles
About Me
Profile Information
Wealth Advisor
SteelPeak Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Los Angeles
California
United States
Oct 13, 2024
Work Experience
SteelPeak Wealth
Wealth Advisor Oct 2020 - Present
Email: ceasar.garvida@spwm.com
More profiles to browse
LA
Luke Anderson
Vice President & Wealth Advisor
Vladislav Donets
Senior Associate, Alternative Investments
Eric Chamberlain
Portfolio Manager / Wealth Advisor / Vice President
RL
Roger Lopez
Wealth Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation