Meet the Partners & Wealth Advisors

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Shay is an Investment Associate at SteelPeak Wealth. Shay holds a Master of Science in Marketing from Johns Hopkins University and a Bachelor of Business Management from the University of Wollongong in Dubai. 

Prior to joining SteelPeak, Shay spent most of her career in consulting and scientific firms. Shay believes a business’s success starts with building a strong foundation with clients and proactively nurturing those relationships. Shay’s unique background enables her to work effectively with a wide variety of clients to achieve measurable results.

Outside of work, Shay enjoys fencing and screenwriting. She is a member of USA Fencing and Women in Film. Her greatest passion is helping animals and rescuing dogs. 

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