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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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