Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Reza Zamani is a Founding Partner and CEO of SteelPeak Wealth. Reza has specialized in investment advisory and financial planning to meet the specific needs of ultra-high net worth clients, with over 20 years of industry experience. SteelPeak Wealth represents the culmination of an approach combining responsible fiduciary services, excellent client service and innovative thinking.
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 believes his history as a high-level athlete prepared him well for the process of building a team that is enthusiastic, passionate and hard-working. He also graduated from UCLA’s Management Development Program at the Anderson School of Management. Reza is an Accredited Investment Fiduciary and holds the Certified Portfolio Manager, CPM®, designation from Columbia University and the Academy of Certified Portfolio Managers. In addition, he is accredited as a Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®.
Reza spent the first 13 years of his career at two major Wall Street firms. He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley before forming SteelPeak Wealth in 2012. During his early years with major Wall Street firms, he always envisioned an independent advisory firm dedicated to providing a higher level of value and exceptional service to clients. Today, Reza’s vision of a talented team of advisors and management providing distinguished fiduciary services to clients has come to fruition in SteelPeak Wealth. SteelPeak Wealth represents Reza’s ideals of innovation, tenacity and client empathy.
Reza believes that giving back to the community is vital. 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 currently involved with the Boys & Girls Club of Malibu. He is a frequent wealth management expert and contributor to many media outlets such as Fox Business News, Barron’s and The Wall Street Journal. His passions include spending time with his two children, and focusing on daily fitness to enrich his physical and mental health.
T 818 835-8721
Maz Esmailbeigi, AIF®, CFS®, CAS®
Founding Partner, CIO
Maz Esmailbeigi is a Founding Partner and the CIO of SteelPeak Wealth. He is one of SteelPeak Wealth’s three founding partners, who have shared almost two decades of teamwork together. Prior to SteelPeak Wealth, Maz was an Associated Vice President with UBS PaineWebber and a Vice President and Portfolio Management Director with Morgan Stanley.
He holds a Bachelor’s degree in Biology from California State University at Northridge. Maz is an Accredited Investment Fiduciary, AIF®, and holds the Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®, credential from the Institute of Business & Finance, and is working to become a Chartered Mutual Fund Counselor through the College of Financial Planning.
Maz draws on his background as a former business owner and as a veteran financial advisor to help his clients. He 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 SteelPeak Wealth’s success to understanding our clients and providing the exacting solutions that they require and expect. Every day he focuses on ensuring that SteelPeak Wealth represents the best interests of the clients and the long-term health of the company.
He has served as trustee on several nonprofit boards and is a frequent lecturer on investing. He is currently involved with Boys & Girls Club of Malibu, and Hang Out, Do Good (HODG), an organization which provides meals to those experiencing food insecurity. He and his wife Michelle reside in Calabasas with their two daughters.
T 818 835-8722
Ali Zamani, AIF®, CFS®, CAS®
Founding Partner, CFO
Ali Zamani is a Founding Partner and CFO of SteelPeak Wealth. He has worked with the other two founding partners for nearly two decades. Ali takes pride in helping advisory clients accomplish their most important life goals and in helping ensure that SteelPeak Wealth remains a strong business that succeeds by always putting clients first. SteelPeak Wealth is the result of collaborative thinking with the other two partners to create a wealth management firm that always puts the wellbeing of the client first and prioritizes innovative ways of doing business.
He holds a bachelor’s degree in Business Economics from the University of California at Santa Barbara. He began his career at Northwestern Mutual in Los Angeles, where he focused on estate and wealth transfer planning and then joined UBS as a Financial Analyst. Before co-founding SteelPeak Wealth, Ali was a Vice President of Investments and a Portfolio Management Director at Morgan Stanley. He is certified as an Accredited Investment Fiduciary, AIF®, Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®. Ali enjoys seeing SteelPeak Wealth help clients reach their unique set of goals and simplify the complex wealth management process. With a keen eye for detail and a vision for SteelPeak Wealth that spans decades, Ali is happy to see SteelPeak Wealth surpass its goals each year so that the firm can serve its clients in the best way possible.
Ali lives in Sherman Oaks with his wife Ferrah and two children. In his spare time he enjoys hiking, going to the beach, and watching his favorite team the Los Angeles Lakers.
T 818 835-8723
Chief Investment Strategist
Phil Argue is the Chief Investment Strategist at SteelPeak Wealth. He is responsible for ensuring the seamless operation of the firm’s day-to-day business functions, thus enabling our partners and team members to effectively address their clients’ needs.
Phil began his career in wealth management at Citi Smith Barney in 2007. He went on to spend 10 years in leadership roles at Morgan Stanley, helping oversee the Los Angeles and Orange County markets. As the Associate Complex Manager, he worked with more than 200 financial advisors across seven offices to manage more than $33 billion in client assets. In 2017, Phil launched an online registered investment firm that used economic data to identify turning points in economic and market cycles.
Phil has a passion for understanding complex systems and building solutions to solve problems. His greatest passion is the study of economic cycles and exploring big data that can help reveal trends within the US economy.
Outside of work, Phil enjoys spending time with his family and often enjoys the outdoors by golfing, hiking, and gardening.
T 818 835-8741
Steven Schneider, Esq.
General Counsel, Chief Compliance Officer
Steven serves as the General Counsel and Chief Compliance Officer at SteelPeak Wealth. He is responsible for all aspects of the firm’s regulatory compliance program and corporate legal operations. He is results-oriented, and seeks to collaboratively and constructively drive new ideas and initiatives.
Steven holds a Bachelor’s Degree in Business Economics from the University of Florida and a Juris Doctorate from the New York Law School. He is licensed to practice law in the State of New York and is registered as In-House Counsel in the State of California. Steven began his career with TD Securities in New York and brings more than ten years of capital markets experience across a wide range of products and strategies.
Living in Santa Monica, he enjoys attending concerts, exploring the outdoors, spending time with his wife Jessica and their dog Samson, and watching Miami Heat basketball.
T 818 835-8757
Chief Administrative Officer
As Chief Administrative Officer, Kim is responsible for a cornerstone of SteelPeak Wealth. Kim’s duties include servicing client accounts, addressing client needs, hiring and overseeing support staff. She handles all lending opportunities, whether in-house or with trusted advisors, and maintains Steel Peak’s third-party reporting and trading system. Kim has over 17 years of experience in the financial industry, having worked at UBS and Morgan Stanley before joining SteelPeak Wealth. Kim holds Series 7 and 66 securities licenses and earned her Bachelor’s Degree in Finance.
Kim is a natural people person. She strongly believes that SteelPeak Wealth’s cultural values are what differentiate the company. Each day she ensures that those values are not only committed to paper but are actually coming to life on a daily basis.
From the mountains to the sea, Kim finds her balance by spending time in nature. In her free time, she enjoys camping along California’s beautiful lakes and hiking in the mountains.
T 818 835-8724