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.
Reza Zamani is the CEO of Steel Peak Wealth Management. He is one of Steel Peak’s three founding partners, who have shared almost two decades of teamwork together. He served as a Senior Vice President at UBS, and Senior Portfolio Management Director at Morgan Stanley before forming Steel Peak Wealth Management in 2012. He has been in the wealth management industry for over 18 years, specializing in investment advisory and financial planning for high net worth clients.
From the beginning of his career he envisioned an independent advisory firm dedicated to providing a higher level of value to clients. His vision of a talented team of advisors and management providing distinguished fiduciary services to clients is embodied in Steel Peak Wealth Management.
Reza received his Bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara, where he played NCAA Division I soccer. He also graduated from UCLA’s Management Development Program at the Anderson School of Management. He also holds the Certified Portfolio Manager (CPM) designation from Columbia University and the Academy of Certified Portfolio Managers.
He has served as a board member for non-profit organizations such as Providence Saint Joseph Medical Center and The Wellness Community of Los Angeles. He is a frequent commentator and contributor to media outlets such as Fox Business News, Barron’s and The Wall Street Journal. His passions include spending time with his 2 children and focusing on a healthy lifestyle enriched with daily fitness.
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.