Buildings

Derek Ruan

Wealth Advisor
Education and Credentials

Derek Ruan is a dedicated financial professional with a strong background in wealth management and client service. Born in Guangdong, China and raised in Los Angeles, he is trilingual in Mandarin, Cantonese, and English—allowing him to effectively connect with a diverse client base.

He began his career at Signature Estate & Investment Advisors, where he was part of a team managing over $2 billion in assets. Now at SteelPeak Wealth, Derek continues to prioritize delivering high-quality, personalized financial strategies that align with each client’s unique goals.

Outside the office, Derek enjoys skiing in the winter and spending time with family and friends in Los Angeles’ Hancock Park neighborhood, where he resides.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Derek
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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