Reza Zamani, Maziar Esmailbeigi and Ali Zamani share deep professional experience in the financial industry. As long-term business partners and financial advisors, they understand that financial advisors serve clients most effectively when they are supported by the right kind of business.
Steel Peak’s founding partners remain the firm’s guiding force—from its mission to its client-centered culture to its thoughtful growth strategy. And they share an unyielding commitment to the firm’s core business principle: It is our clients’ success that enables us to succeed.
As CEO of Steel Peak, Reza combines his two great passions: Providing clients with world-class service and empowering other talented advisors to do the same.
In overseeing Steel Peak’s business strategy as well as the firm’s operations and resources, Reza draws on deep professional experience including serving as a top advisor at major Wall Street firms. Reza began his career at SEIA, a boutique Beverly Hills firm, and then joined PaineWebber, which merged with UBS in 2000. He was a President’s Council member with UBS and later with Smith Barney (which merged with Morgan Stanley), where he served as a Senior Vice President of Investments and a Senior Portfolio Management Director.
Right from the beginning of his career, Reza envisioned an independent advisory firm dedicated to providing a higher level of value to clients, and he began scouting potential team members early on. His vision of a uniquely talented and dedicated team providing distinguished fiduciary service to clients is embodied in Steel Peak.
Reza received a Bachelor’s degree in Business Economics, with a minor in Management, from the University of California at Santa Barbara, where he played Division I Soccer. A graduate of UCLA Anderson School of Management, with an emphasis in Entrepreneurship, Reza holds the prestigious Certified Portfolio Manager, CPM® designation from the Academy of Certified Portfolio Managers and Columbia University. He also holds the Certified Fund Specialist (CFS®) and Certified Annuity Specialist (CAS®) credential from the Institute of Business & Finance.
He serves on the board of trustees for the Academy of Certified Portfolio Managers and he has served as a board member of non-profits including Providence Saint Joseph Medical Center, The Wellness Community of West Los Angeles and ATHGO International. Reza also assists the Real So Cal Soccer Club, a non-profit youth sports organization, by raising funds for underprivileged kids to play competitive soccer. He is a frequent guest commentator for Fox Business News, where he discusses investment strategy and the economy.
Maz draws on his background as a former business owner and as a veteran financial advisor to benefit his clients as well as Steel Peak.
Prior to Steel Peak, Maz was an Associated Vice President with UBS PaineWebber and a Vice President and Portfolio Management Director with Smith Barney, which merged with Morgan Stanley.
Maz uses his broad advisory skills to benefit both individual and business clients, and is well versed in helping business owners translate their success into liquidity events and the retirement that they envision. Maz attributes Steel Peak’s success to understanding our clients and providing the exacting solutions that they require and expect.
He holds a Bachelor’s degree in Biology from California State University at Northridge. Maz holds the Certified Fund Specialist (CFS®) and Certified Annuity Specialist (CAS®) credential from the Institute of Business & Finance, and is studying to become a Chartered Mutual Fund Counselor through the College of Financial Planning.
Maz, who grew up in Lake Tahoe, has served as a trustee on several nonprofit boards and currently serves on the board of Community Conscience, a nonprofit that offers social service agencies real estate free of rent. He and wife Michelle live in Woodland Hills with their daughters, Madison and Sydney.
Ali takes pride in helping advisory clients accomplish their most important life goals, and in helping ensure that Steel Peak remains a strong business as it grows.
Ali began his career at Northwestern Mutual, in Los Angeles, where he focused on estate- and wealth-transfer planning. He then joined UBS as a Financial Analyst. Later he was a Vice President of Investments and a Portfolio Management Director at Smith Barney, which merged with Morgan Stanley.
He holds a bachelor’s degree in business economics from the University of California at Santa Barbara, the Certified Fund Specialist (CFS®) designation and the Certified Annuity Specialist (CAS®) designation from the Institute of Business & Finance. Ali is currently earning certification as a Chartered Retirement Planning Counselor from the College of Financial Planning.
Ali has served on the board of trustees of the Northridge Hospital Foundation. Ali and his wife Ferrah have a daughter, Celine, and live in Bel Air.