Buildings

Ali Zamani AIF®, CFS®, CAS®

Founding Partner, CFO
Education and Credentials
University of California, Santa Barbara
AIF®, CFS®, CAS®

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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Career Highlights
Why did you get into wealth management?
I got into wealth management because I studied Economics in college and learned to enjoy finance – and enjoyed working directly with people. This gave me an opportunity to do both.
What do you enjoy most about the work you do for SteelPeak clients?
I enjoy talking to clients about their goals, helping them reach those goals, and helping them navigate through different market cycles.
What do you love to do outside of work?
Spending time with my wife and kids, going to Lakers games, and traveling.
What is your favorite book or quote?
"The only thing we have to fear, is fear itself"
Schedule a Meeting with
Ali
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

James Cordle
Senior Trader
Drew Clanton
Operations Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Charlotte Perkinson
HR & Talent Manager
Jennifer Prendergast
Tax Operations Lead
Michelle Nanoff
Senior Client Service Associate
Andy Rosas
Operations Manager
Anthony Kim
Portfolio Manager
Tyler Resh
Chief Growth Officer
Maddie Zakarian
Administrative Specialist
Rich Winer
Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Flavia Nunes
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Dylan Drake
Marketing Associate
Steve Racius
Associate Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Jordan Thatcher
Senior Tax Consultant
Brendan Finneran
Senior Portfolio Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Airene Williamson
Chief Legal Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Benjamin Kanter
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Joshua Fein
Controller
Samantha Orellana
Client Service Associate
Lucas McDonnell
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Michael Rashtian
Vice President, Wealth Advisor
Annie Heller
Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Joe Fusaro
Director of Operations
Andrea Chandos
Senior Tax Administrator
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Rina Pineda, CPA, MST
Director of Tax Consulting
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Joe Mezzetta, CPA
Senior Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Rachel Otto
Staff Accountant
Peter Amling, CFP®
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Michael Nader, EA
Tax Associate
Alejandra Guzman
Paralegal
Ryan Santiago
Operations Manager
Nina Weiss
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Raesa Martin
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Brandon McAuslen
Portfolio Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Josh Lev
Alternative Investment Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Aimie Lalas
Tax Administrator
Nicolo Gori
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Wyatt Gibson
Junior Tax Associate
Kim Zajic
Chief Administration Officer
Cecilia Escobar
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
JP Tran
Client Service Associate
Roger Lopez
Wealth Advisor
Kingsley Choi
Wealth Advisor
Tony Walsh
Chief Operating Officer