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
Maziar 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 Senior 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
Andrew H. Jacobson
Sr. Vice President, Sr. Portfolio Manager, Wealth Advisor
Before joining SteelPeak Wealth, Andrew was a Senior Vice President and Senior Portfolio Manager at Wells Fargo Advisors. He has been serving clients as a Financial Advisor since 1998. Andrew earned his BA from Ithaca College and his Master’s Degree in Marriage, Family and Child Counseling from Phillips Graduate Institute.
Andrew’s years of experience in market research, portfolio management and risk analysis have helped him 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. As a fiduciary, Andrew believes that in-depth conversations and planning are the first steps to assisting his current and prospective clients in developing a road map for their financial future. It is his belief that every client’s financial future requires a solid but flexible blueprint which will serve as their investment and retirement planning foundation.
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, bicycle riding and spending time with his daughter.
T 818 835-8761
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Prior to joining SteelPeak Wealth, Joseph was a Wealth Advisor for Seacrest Wealth Management, Merrill Lynch and Partner of a boutique wealth management firm in Santa Monica. Joseph has been a Wealth Advisor assisting clients since 2008.
Joseph holds a Bachelor’s Degree in Industrial Engineering from Pennsylvania State University. 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.
He is passionate about helping people and finds satisfaction in fully implementing financial plans to help people reach their goals. 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.
T 424 284-4055
Vice President, Wealth Advisor
Ryan graduated from the University of Oregon with a Bachelor’s degree in Economics, while minoring in Business. The distinct value he provides to his clients is not necessarily concentrated in neither market timing nor predicting the next area of strength, but rather the design and strategic implementation of a long-term strategy to help reach each client’s individual goals and objectives over time.
Ryan recognizes each family is unique, and utilizes prior experiences to tailor custom-fit solutions for their particular needs. His ultimate career aspiration is to build a healthy, honest and trusting relationship with his clients that will last for generations.
During his free time Ryan enjoys Lakers basketball, and has a personal goal to visit every national park in the country.
T 818 835-8727
Morten Roness, MBA
Vice President, Wealth Advisor
Morten has an extensive background in the Securities and Insurance industries. His specialties include money management, insurance, financial and estate planning. He focuses on comprehensive wealth management where he serves the needs of his clients by creating, growing, protecting and preserving wealth in the way that is most advantageous in relation to taxes. 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 believes his role is to help clients 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 personal feelings about money and financial security.
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.
T 818 835-8754
Associate Vice President, Wealth Advisor
Since 1994, Rich has overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. His clients include people in the entertainment industry, corporate executives, doctors, lawyers, business owners and retired individuals. He has developed unique and innovative strategies to provide his clients consistent and predictable income and investment growth and help them build wealth for retirement, meet personal financial goals, minimize taxes, and attain financial security and independence.
Throughout his 25-year career in wealth management, Rich has been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Personal Finance, Financial Planning Magazine, Variety, The Los Angeles Business Journal, U.S. News & World Report, and other financial publications.
Rich especially enjoys working with musicians because, in addition to his work as a financial advisor, he has played, composed and produced music professionally for more than 40 years and performed and recorded with some of the top names in music. Rich’s clientele includes composers, producers, recording artists, touring and session musicians, and members of some of the world’s leading orchestras.
Prior to joining SteelPeak, Rich was president and CEO of Winer Wealth Management and Vice President of Andover Securities Corp. and Redwood Trading Corp., specialists on the Chicago and Pacific Stock Exchanges.
T 818 835-8755
Associate Vice President, Wealth Advisor
Matthew started as an intern with the Zamani Team at Morgan Stanley before moving to SteelPeak Wealth. He holds an Associates Degree in Accounting and a Bachelor’s Degree in Finance from California State University, Northridge. He also holds a Series 65 securities license.
Matthew earns his clients’ trust by providing unbiased advice that helps them to grow and protect their wealth for life.
Matthew’s hobbies include basketball, softball, computers and hiking. He enjoys joining the SteelPeak Wealth team in volunteering every Christmas at the Walden Family foster care.
T 818 835-8729
Ceasar Garvida, CFP®, CIMA®
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 passion resides in spending time with their young daughter, Camryn.
T 818 835-8728
Roxana Maddahi is a Wealth Advisor who specializes in guiding millennials through financial planning and investing by helping them to understand their personal finances and actively grow their wealth as they grow in their careers and lives. Roxana has been working in the private wealth management space for 13 years. She started in the investment management division at Lehman Brothers and JP Morgan in New York. Before joining SteelPeak Wealth in 2015, Roxana built her own practice at Morgan Stanley in Los Angeles. Roxana earned her Bachelor’s Degree from George Washington University with a double concentration in Business Economics and International Business.
Roxana is passionate about continual learning and is regularly taking courses to learn about new topics; she recently studied cryptocurrency and real estate investing. Roxana treats her clients with care and compassion and works in their best interests. She believes in investing her client’s money as she would and does her own. She created a blog that is devoted to teaching matters of finance in a way that people can understand. She loves to learn about the various businesses that her clients are involved with and is inspired by their creativity and expertise.
Roxana has a passion for researching and writing about matters of personal finance. She is published in Forbes, Huffington Post, Elite Daily, Millennial Magazine, among others. She is on the board of Looking Beyond LA, a non-profit that helps enrich the lives of children and young adults with disabilities. Outside of work and volunteering, she spends her free time with her husband and two children.
T 516 578-9562
Wayne T. Slappy
Wayne worked as a Manager and Vice President for global and local banks for over 12 years and has been in the wealth management industry for over 4 years. Prior to joining SteelPeak Wealth, 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 a focus in Finance. He specializes in retirement planning, college savings, and comprehensive financial planning.
He is 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 spending time with his two sons, Wayne Jr. and Bruce.
T 818 835-8720
As part of SteelPeak’s Wealth Advisor team, Roger is driven to help clients successfully plan for the future. His areas of expertise include financial planning, retirement planning and investment management. Roger graduated from California State University Northridge earning a bachelor’s in Finance, with a concentration in Financial Analysis. He currently holds a Series 65 License.
Roger is committed to developing meaningful relationships with clients by formulating specific financial solutions for every individual’s unique situation. A key factor in Roger’s approach is mitigating risk in the overall portfolio to optimize returns. He strives to continuously grow professionally and expand his knowledge in the financial markets.
During his free time, Roger enjoys exploring the outdoors, playing tennis, as well as traveling to San Diego to visit his family.
T 818 835-8751
Josh graduated from California State University Northridge with a Bachelor’s in Accounting and minor in Finance. He currently holds a Series 65 License and plans to complete his CPA and CFP certification exams.
Josh joined SteelPeak Wealth’s Advisor team to further pursue his passion in finance. Determined to provide the best tailored experience, Josh specializes in comprehensive financial planning, college savings, and retirement solutions. One of the biggest core values Josh focuses on is the foundation that every long-term relationship is built on transparency and communication.
For leisure Josh enjoys watching football, staying active, and spending time with family.
T 818 835-8735
Sumner Karp, CPA
Sumner Karp is a Wealth Advisor at SteelPeak Wealth. Sumner grew up in Los Angeles, CA, and graduated from Cal Poly San Luis Obispo with a Bachelor’s Degree in Business. Furthering his education, he attended graduate school at Cal Poly to attain a Master’s Degree in Accounting.
He began his career as a CPA at one of the “Big Four” accounting firms, Ernst & Young. With his extensive understanding of the capital markets, Sumner specialized in working with High-Net-Worth Individuals, Corporations, Private Equity, and Hedge Funds.
Sumner embraces SteelPeak’s pillars of transparency, genuine commitment, and the prioritization of client needs. Cultivating lasting relationships and trust with his clients is of the utmost importance. Sumner is committed to sustaining financial stability and economic growth for his clients, their families, and businesses.
When not in the office, you can find him at the golf course, watching any Los Angeles sports team, spending time with family and friends, or enjoying the outdoors.
T 818 835-8763
Luke is a Wealth Advisor at SteelPeak Wealth. With several years experience in the industry, and having worked at Edward Jones as a Financial Advisor and TD Ameritrade as a Relationship Manager, Luke has gained a dynamic perspective in the financial industry and the value of the client experience. He believes strongly in the values at SteelPeak Wealth, centered around acting in the best interest of the client. Luke is dedicated to ensuring every client receives the utmost quality assessment and customized plan to help them achieve their financial goals.
Luke grew up in Fort Collins, CO, where he earned his Bachelor’s degree in Business Administration, with an emphasis in Investment Analysis, at Colorado State University. He recently married the love of his life, DeAnza, they reside in Sherman Oaks.
T 818 835-8725
Kyle Ray is a Wealth Advisor at SteelPeak Wealth with over 20 years of experience. Throughout his career, he has worked for some of the largest brokerage firms within the industry, which has allowed him to conclude his passion for the fiduciary standard, allowing him to put the needs of his clients ahead of all. The fiduciary standard, coupled with sophisticated investment and advisory strategies, brought Kyle to SteelPeak Wealth.
He holds a Masters degree in Latin American Studies from San Diego State University, with an emphasis in the political economy of the region. Kyle has also held the Certified Financial Planner™ designation since 2010. Kyle draws upon his life experience and follows the golden rule, treating clients to the utmost standard of service and care. Kyle takes his time to fully understand the needs of his clients to help them achieve their goals.
Kyle has delivered over thirty financial planning and investment lectures in both the Los Angeles and Orange County communities. He is active with the Friends of Roscomare, an association that lends both volunteering and financial support to Roscomare Road Elementary School. He is an active supporter for St Judes Children’s Research Hospital and Saint Paul the Apostle church. He lives in Bel Air with his wife and three daughters.
T 818 835-8765
Brandon is a Wealth Advisor at SteelPeak Wealth. As a former All-American football player, Brandon understands the utmost importance to detail in order to help clients achieve their goals. Brandon strongly embraces SteelPeak’s core value of transparency and putting clients first.
He graduated from San Diego State University with a Master’s Degree in Education, he currently holds a Series 65 license.
In his free time, Brandon is on the football field coaching high school players, and spending time with family.
T 818 835-8766
Yazeed Soudani is a Wealth Advisor at SteelPeak Wealth. Prior to joining the team, Yazeed came from a background at Merrill Lynch and AIG Capital Services on the Wealth Management side. As a first generation American to his immigrant parents, he became aware of the fact that his parents lacked the general knowledge needed to preserve and grow their hard-earned income.
Yazeed is passionate about educating clients on the fundamental principles of financial planning and retirement. Working with clients throughout their wealth management journey, Yazeed is dedicated to creating a tailored experience for all clients.
When Yazeed is out of the office, he can be found on the basketball court, traveling, or in the kitchen preparing Michelin Star level meals.
T (818) 835-8767