Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.Peter Lynch
Matthew earns his clients’ trust by providing unbiased advice and education that helps them to grow and protect their wealth for life.
Matthew, who holds a Series 65 securities license, started as an intern with the Zamani Team at Morgan Stanley Smith Barney before moving to Steel Peak.
He holds an Associates Degree in Accounting and a Bachelor’s Degree in Finance from California State University, Northridge. Matthew’s hobbies include basketball, softball, computers and hiking. He enjoys joining the Steel Peak team to volunteer at the Walden Family foster care center every Christmas.
With over a decade of investment experience, Alano Massi combines his love of economics with a commitment to help individuals and families grow and preserve their wealth.
Alano specializes in financial planning and retirement planning for individuals and families living in the general areas of Woodland Hills, Calabasas, Westlake Village, Thousand Oaks, Las Vegas, and across the United States. Alano is a CERTIFIED FINANCIAL PLANNER™, holds a Bachelor of the Arts (BA) in Communication Studies, a Master of Business Administration (MBA) in Finance, a Series 65 securities license, and is certified for life, accident and health insurance. Prior to joining Steel Peak Wealth Management, Alano served as an analyst at an ultra-high net-worth private family office, boutique investment bank Lionfish Advisors, and Wells Fargo Capital Finance. Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. For qualified high-net worth clients, Alano provides strategic advice and access to alternative investments, including real estate, hedge funds, private equity, structured products, and derivatives. When a client requires a team, Alano coordinates his financial responsibilities with other professionals, including CPAs and estate-planning attorneys, to help achieve the required objectives.
Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients’ portfolios. Alano charges a competitive flat annual fee for his services, and does not receive compensation for any commissions or trade executions.
In his spare time, Alano enjoys spending time with his family, golf, racquetball, snowboarding, playing the drums, watching movies, and reading about physics of the universe.
Brian has long been passionate about financial success: At age 16, he opened a Roth IRA. As a Wealth Advisor, he enjoys empowering clients to achieve their financial objectives with the least risk and the most efficiency.
He holds the Series 65 securities license, as well as a California Life and Health license. Brian’s background includes positions with Morgan Stanley and Lincoln Financial Advisors. He holds a Bachelor’s Degree in Financial Services and Insurance, with a Minor in Marketing, from California State University, Northridge. While in college, he served as vice president of the Management Association of California State University Northridge; he oversaw the club budget and expense tracking for the club and school funds.
Brian’s hobbies include surfing, wakeboarding and kayak fishing. On land he enjoys mountain biking and snowboarding.
As the son and grandson of personal-injury lawyers in the Bay Area, Mitch has always gravitated toward helping others. Specifically, he’s passionate about helping clients achieve their financial goals.
Mitch holds the Series 65 designation. His educational background includes a Bachelor’s Degree in Business Administration with an emphasis in Finance from the University of Colorado Boulder. He also holds a Business of Sports Certificate from Leeds School of Business at the University of Colorado Boulder. The highly selective program develops students’ business skills applicable to the sports industry, including case analysis and projects in sports law, management, marketing, sports leadership and the economics of sports.
Mitch’s personal interests include basketball–he plays in men’s leagues around the Los Angeles area. He also enjoys outdoor photography.
Prior to joining Steel Peak, Rich worked for Andover Securities Corp, Moses Financial, Redwood Trading Corp and most recently, Winer Wealth Management, where he was the CEO & President. Rich specializes in Retirement Distribution Planning, which involves the implementation of specialized strategies to minimize taxes on distributions from IRAs and qualified plans and build multigenerational wealth.
A Boston native and graduate of the University of Miami, Rich holds various securities and insurance licenses. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. As a musician himself, Rich understands the special needs and concerns of people in the entertainment industry. He’s been interviewed on E! News Daily on how celebrities can protect themselves financially and was featured in an article in Variety on how financial advisors helped their entertainment industry clients during the 2008 bear market. Rich has also been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Financial Planning Magazine, Fiduciary News and the Los Angeles and San Fernando Valley Business Journals.
Rich is an avid tennis player, accomplished musician and a dedicated philanthropist. He has served as the Chief Financial Officer and director for The Fender Music Foundation, been actively involved with The International Myeloma Foundation and served on the advisory board for Alpine Academy, a non-profit residential treatment facility for troubled teens.
Rich resides in Woodland Hills with his wife, Diane, daughters Jenny and Abby, their dogs Mozart and Molly, and guinea pig, Charlotte.
Prior to joining Steel Peak Wealth Management as Associate VP of Wealth Management, Tom worked at Merrill Lynch, Fisher Investments, and Morgan Stanley after he earned his Bachelor of Science in Business Administration with an emphasis in Entrepreneurship and Management from Chapman University. His background and experience has equipped Tom to help his clients better understand the wide array of investment options available to them, and decide together which are the most suitable for them.
Recognized by the San Fernando Valley Business Journal as Wealth Manager of the Year for client service in 2017, Tom has a Fiduciary responsibility to provide his clients with independent and objective advice. He specializes in working with affluent individuals and families, private foundations/endowments, privately owned businesses and their owners. Tom helps them protect and grow their assets, and address the complexities that come with having wealth.
Tom recognizes you and your family are not like any he has helped before. However, you may share many of the same questions, concerns, challenges and opportunities. Tom and his team look forward to learning more about you, and discussing how they can help protect what you have built and pursue your most important life goals.
Originally from Seattle, Tom resides in Thousand Oaks, CA with his fiancé Sabrina who is a therapeutic horseback riding instructor, along with their three dogs and six horses. He is a member of the Kiwanis Club of Thousand Oaks, enjoys mountain biking, and spending his free time boating.
Prior to joining Steel Peak, he was a Wealth Advisor for Seacrest Wealth Management, Merrill Lynch and a Partner of a boutique wealth management firm in Santa Monica. Joseph has been a Wealth Advisor assisting clients since 2008. He is passionate about helping people and gets satisfaction from fully implementing financial plans to help people reach their goals.
He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 66 license. Joseph holds a Bachelor’s Degree in Industrial Engineering from Pennsylvania State University.
Joseph enjoys working out, traveling and hosting social events. He is an active participant in his community as a member of the Guardians Los Angeles. His family is from Argentina and he is fluent in Spanish.
Previously with New York Life, Gerald Chikezie has been in the industry for two years. He takes pride in helping clients achieve their financial goals by creating life plans best suited for their specific needs.
Gerald graduated from Rutgers Business School with a Bachelor’s Degree in Accounting and Marketing. Gerald enjoys running, television and film, and bowling. He also is an avid reader and enjoys cooking.
Prior to relocating to Los Angeles to join Steel Peak, he volunteered at Kid’s Choice Academy, a daycare located in New Jersey.
Wayne specializes in retirement planning, college savings, and comprehensive financial planning. He began his career as a Manager and Vice President for global and local banks for over 12 years and has been in wealth management industry for over 4 years, where he has been helping people make financial decisions ever since. Prior to joining Steel Peak, 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 an emphasis in Finance. In addition to being a wealth advisor, he is also 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 being a dad to his 2 sons, Wayne Jr. and Bruce.
Roxana Maddahi is a Wealth Advisor who guides Millennials through financial planning and investing. She has worked in the Wealth Management sector since 2007. She previously worked at Morgan Stanley and JP Morgan Securities, and left the large firm life in 2015 to join Steel Peak. Roxana earned her bachelor’s degree from The George Washington University with a double concentration in Business Economics and International Business.
Roxana believes that Millennials are an incredibly innovative, successful and capable generation that she relates to. She treats her clients with care and compassion, and works in their best interest.
The first few years of her career in banking, she could not understand why everyone in the industry used finance jargon that normal, successful, intelligent people could not understand. In order to help individuals and financial laypeople to understand investing and financial planning, she created a blog that is devoted to teaching matters of finance in a way that people can understand. Roxana writes regularly for The Huffington Post, Elite Daily, Millennial Magazine, and LA Mom Magazine about personal finance.
Her passion is to teach clients how to understand their money, make short and long term financial plans, and to grow their money with the appropriate investments for them. She loves to learn about the various businesses that her clients are involved with, and is inspired by their creativity and expertise. Hard working Millennials should hire experts to handle their money alongside them, so that they can understand the process while being focused on their own goals.
After spending time at UBS Financial Services, Morgan Stanley Smith Barney & Laurel Wealth Advisors, Joseph Buchanan realized that you need to provide clients a low cost platform to trade, and the knowledge and support to navigate increasingly complicated securities markets- which is when he decided to join Steel Peak. With over 8 years of experience in the industry, Joseph is able to take the complication out of investing to help his clients grow their wealth.
Joseph received his bachelor degree in Chemical Engineering from Georgia Institute of Technology and his MBA from the University of San Francisco. In his free time, he enjoys bicycling, fitness and exploring start up technology. He currently resides in Thousand Oaks with his two boys.
Tyson Kunst, the previous founder and president of Verus Capital Advisors, has dedicated more than a decade of his professional career to serving the financial and retirement planning needs of Californians. As a wealth advisor, he works to provide low-risk, personalized investment management strategies, helping pre-retirees and retirees grow their accumulated wealth throughout retirement, as well as effectively plan for the distribution of that wealth according to their estate plan.
In the recent years, Tyson has specialized in the intricate planning that is required for private employer plans and 401(k) rollovers, helping retirees efficiently transition their accumulated savings, without unnecessary taxes, penalties or fees. Additionally, he specializes in creating tax-efficient, comprehensive financial plans for the unique needs of his clientele.
Mr. Kunst brings more than ten years of experience in the retirement and insurance planning industries and has extensive knowledge of the pressing issues facing retirees today. He is passionate about the specialized services he provides and has helped hundreds of clients between the ages of 50-80 establish personalized retirement plans. He is also well-versed in asset protection, income planning, risk management, and structuring a legacy through succession planning.
Tyson is located in Roseville, CA, right outside of Sacramento.
Neil Squires has devoted over twenty years to assisting Californians with wealth accumulation and management. As a wealth advisor, Mr. Squires is deeply committed to both growing and preserving the accumulated wealth of retirees and pre-retirees throughout their retirement, as well as advising them about estate distribution planning.
Neil specializes in creating individually tailored comprehensive wealth preservation plans for clientele, taking into account their age, lifestyle, real estate, and their retirement income needs. He is dedicated to making sure that his clients understand the underlying strategies by providing illustrative and thorough explanations to their questions.
Mr. Squires has a degree in Accountancy-Finance from the College of Business & Economics at Boise State University and is a licensed Wealth Advisor. He has helped hundreds of clients in his professional career grow their wealth, manage risk, and create a secure and lasting estate. Neil is located in Roseville, CA, right outside of Sacramento.
Millu takes a holistic approach to financial planning by building a personal plan that reflects the client’s values and life objectives. She earned a bachelors in business administration and has over 20 years of experience working to exceed clients’ expectations in various industries such as financial services, real estate, and hospitality. A high energy, self-starter and results-driven professional, Millu is committed to guide with integrity to help her clients optimize wealth accumulation.
When Millu’s father, a small business owner, passed away, her mother was suddenly left to figure out the state of her financial affairs. After seeing her mother’s frustration and shame with learning to navigate the financial world in a matter of days, Millu vowed to make it her mission to educate women to overcome this obstacle. Many of her clients are strong accomplished women that have gone through life changing events like divorces, illnesses or death of their spouses. Based on the core issues that many women face when it comes to their money she has designed a unique process that enhances the experience for women.
Having lived in three different continents, Millu’s life experience and diverse heritage have shaped her into a passionate, charismatic and insightful financial planner. Together with her husband Gerardo they have raised three children in Woodland Hills. As a family they enjoy hiking, kayaking and all kinds of outdoor adventures. Millu is a devoted yogi and on weekends love to cook and bake with daughter Mel.
Millu holds FINRA Series 65 as well as Life and Health California Insurance license.
Ryan’s priority is to help families and individuals accomplish their financial goals and to provide the highest level of satisfaction for his clients.
He is a graduate from the University of Oregon with a major in economics and a minor in business administration. His goal is to provide a unique strategy for each client to help them reach their goals.
Outside the office, Ryan enjoys spending his spare time hiking, fishing, and sightseeing. In addition to his pleasure for exploring the outdoors, Ryan also plays several sports including volleyball and basketball.
Prior to joining Steel Peak, Andy Davis was a Wealth Advisor with Chicago based Investment Managers. Andy has been a Wealth Advisor assisting clients since 2005. He believes his role is to help clients achieve financial freedom by being able to sit on the same side of the table as his client and thoughtfully evaluate all options to help them make the best decisions for themselves and their families. Whether it’s planning for retirement, funding education, refinancing a mortgage, evaluating insurance or other needs, he is there for his clients every step of the way.
Andy received his Bachelor’s in Science in Marketing from Grand Canyon University and was recognized by the Golf Coaches Associate of America, as an All American Scholar Athlete for Men’s Golf in 2001. He sits on the Executive Committee for the board of directors of the Young Investors Society and is an active member of St. Julie Billiart.
Andy resides in Newbury Park with his wife and their three children. In his free time, he enjoys going to the beach with his family.
Morten has an extensive background in the Securities and Insurance industries including money management, insurance, financial and estate planning. He specializes in comprehensive wealth management where he serves the needs of his clients by creating, growing, protecting and preserving wealth in the best tax advantage way.
Morten believes his role is to help client identify their short and long term financial goals. He develops a complete financial plan, with investments that are appropriate for his client’s objectives and their own feelings about money and financial security.
Morten received his Bachelor degree in Business Administration from the University of Lund, Sweden in 1978, and his MBA from American Graduate School of International Management, Phoenix, AZ, in 1984. He has worked for some of the largest firms on Wall Street including Merrill Lynch, Wachovia Securities, Allstate and MassMutual Financial Services. Morten has been married to his wife Michele for 18 years. He spends much of his free time with his wife and their two cats in their home in Calabasas. He has an interest in bonsai trees and hiking the Santa Monica Mountains.
With over 38 years of experience, Tracy Diestel is a Wealth Advisor who has previously worked for Drexel Burnham Lambert, Dean Witter, Prudential Securities, Everen Securities and Wachovia. As a Wealth Advisor, she is passionate about helping clients meet their long term goals.
Tracy was previously involved in the Newbury Park High School boards of Softball and Basketball as the Fundraising chair. She also volunteers much of her time at her church doing social justice ministries such as harvesting a community food program that distributes food by the ton to the community, overnight homeless and meal program and Lighthouse program for abused woman and children. She has been on the board at her church for many years.
Tracy resides in Thousand Oaks with her husband and three children. In her free time, she enjoys traveling and plans to do even more traveling to visit her daughter who is currently in the military on the east coast.
Sheldon operates in San Diego under the DBA “Goldman Wealth Management, LLC”. Prior to joining Steel Peak, Sheldon was a Senior Financial Advisor at HoyleCohen and has been serving clients since 1991. Sheldon first became interested in investments as a teenager, advising friends as a hobby. Sheldon is a wealth advisor who makes his clients his number one priority and who is meticulous in the details of how best to serve them.
Sheldon earned his BA from the University of California, Los Angeles (UCLA) and his Master’s Degree from San Diego State University (SDSU) in Finance and Tax Planning. He holds the Certified Financial Planner (CFP®) designation and California Life & Disability Insurance License. Sheldon specializes in investment, retirement, estate, charitable and tax planning.
Sheldon has a real passion for education and has been teaching courses in business and investments to seniors and high school teens for over twenty years. After college, he taught in South Africa for five years and co-founded a school for teens from Soweto.
Sheldon enjoys travel, hiking, and time with his family. He has two sons and lives in Carmel Valley. His office resides in the greater San Diego area.
Alec has a passion for helping others succeed. He dedicates his time, as a wealth advisor, to help individuals and families achieve their financial goals through meticulous planning and preparation.
Alec holds the series 65 license. He graduated from California State University, Northridge with a Bachelor’s in Financial Planning. In his free time, Alec likes to travel to different places and enjoys being outdoors. He also likes watching sports such as football. He currently resides in Santa Clarita.
Prior to joining Steel Peak, Steven was a Portfolio Manager at UBS and has been serving clients since 2011. Steven first became interested in finance while working for a large mutual fund company after college. He enjoys following global economic trends, and has a passion for helping people navigate these challenges through comprehensive financial planning and investment management.
Steven earned his BA from Occidental College in Politics, with a minor in Economics. He holds the prestigious Chartered Financial Analyst (CFA®) designation, as well as a California Life, Disability and Long-term Care Insurance license. Steven also has a passion for serving the community, working as a Board Director, Investment Sub-Committee Chair and member of the Finance Committee for the non-profit Heart of Los Angeles (HOLA). HOLA provides underserved youth with exceptional programs in academics, arts, and athletics; empowering them to develop and pursue their educational goals.
Steven enjoys fitness, cooking, basketball, and time with his family and friends. His office is located in Beverly Hills.
Prior to joining Steel Peak, Andrew was a Senior Vice President, and Senior Portfolio Manager at Wells Fargo Advisors and has been serving clients as a Financial Advisor since 1998. Andrew first became interested in finance while working in the entertainment industry and studying the economic impact on, and financial needs of all members of that professional genre. He has a great interest in following global economic trends, studying the financial markets, and has a passion for working with his clients to do a “deep dive” risk assessment when navigating the markets uncertainties. Andrew’s years of experience in market research, portfolio management, and risk analysis have been some of the tools he has used to develop and nurture his long standing, trust based client relationships.
Andrew’s recent decision to move into a fiduciary role as an independent advisor was born from the commitment to focusing even more on the needs and goals of his clients, their families and their businesses, and less on the politics of a corporate culture. As a fiduciary, Andrew believes that in depth conversation and planning are the first steps to assisting his current and prospective clients in developing a road map for their financial times ahead. It is his true belief that every client’s financial future requires a solid, but flexible blueprint which will serve as their investment and retirement planning foundation.
Andrew earned his BA from Ithaca College, and his Master’s Degree in Marriage, Family and Child Counseling from Phillips Graduate Institute. He worked five years for the County of Los Angeles investigating child abuse, and counts those years protecting children as some of the most rewarding memories in his life. Andrew credits his counseling education for giving him the skills to help his clients navigate the often-emotional gyrations of the financial markets. The tools of his education allow Andrew to guide his clients on a steady, less volatile path to their ultimate investment and retirement goals.
Andrew is active in contributing to multiple charities including, Wounded Warrior Foundation, St. Jude’s Children’s Hospital and The ASPCA. In addition, Andrew enjoys fitness, mixed martial arts training, golf, road bicycle riding, and time with his friends, and his daughter.