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

Rich Winer
Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Katherine Neto, AWMA®
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Roger Lopez
Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
James Cotton
Operations Associate
Alexis Prigo
Executive Assistant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Tyler Resh
Chief Growth Officer
Tony Walsh
Chief Operating Officer
Sam Sosa
Wealth Advisor
Billy Yeh
Director of Insurance Solutions
James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Colin Kapp
Director of Marketing
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Janis
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Brendan Finnerman
Senior Portfolio Manager
Nicolo Gori
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Victoria Harding
Corporate Development Analyst
Chris Shelburne
Director of Corporate Development
Matthew Keller
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Vladislav Donets
Senior Associate - Alternatives
Flavia Nunes
Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Omeri Davidi
Operations Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Leonard Green
Compliance Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Kingsley Choi
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Brian Matthews, CFP®
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Robert Venezia
Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Nick Sailer
Investment Analyst
Joshua Fein
Controller
Lioness Ebbay, Esq.
Director of Estate Consulting
Spencer Mittin
Client Service Associate
Airene Williamson
Chief Legal Officer
Kim Zajic
Chief Administration Officer