Buildings

Derek Ruan

Wealth Advisor
Education and Credentials

Derek Ruan is a Wealth Advisor dedicated to helping individuals and families navigate complex financial decisions with confidence.Fluent in Mandarin, Cantonese, and English, Derek enjoys building lasting relationships with clients from diverse backgrounds while providing personalized wealth management strategies tailored to their unique financial goals.

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Before joining SteelPeak Wealth, Derek was with SignatureEstate & Investment Advisors, where he was part of a team managing more than $2 billion in client assets. Today, he works closely with individuals and families to develop customized financial strategies focused on long-term growth, income generation, and preserving wealth across generations.

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Driven by a passion for investing and solving complex financial challenges, Derek finds the greatest satisfaction in educating clients, designing personalized income strategies, and helping them achieve their financial goals with clarity and confidence.

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Outside of the office, Derek enjoys traveling, skiing during the winter, staying active, and trying new restaurants with family and friends.’’

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Career Highlights

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·     Fluent in Mandarin, Cantonese, and English

·     Experience serving ultra-high-net-worthindividuals and families

·     Focused on personalized wealth managementstrategies

·     Passionate about investment planning andincome-focused solutions

Why did you get into wealth management?
I've always been passionate about investing and enjoy solving complex financial problems. Wealth management gives me the opportunity to combine those interests while helping clients make informed financial decisions and build strategies that support their long-term goals. I enjoy simplifying complex topics so clients feel confident and empowered throughout the planning process.
What do you enjoy most about the work you do for SteelPeak clients?
One of the most rewarding parts of my role is creating personalized income strategies that help clients achieve their financial goals. I also enjoy educating clients and helping them better understand their options, so they can make informed decisions with confidence. Seeing clients gain peace of mind and accomplish what they've worked so hard for is what makes this career so fulfilling.
What do you love to do outside of work?
Outside of work, I enjoy traveling, skiing during the winter, staying active, and exploring new restaurants. I also enjoy spending quality time with family and friends whenever I can.
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

Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Tony Walsh
Chief Operating Officer
Alexandra Miller
Full Charge Bookkeeper
Tyler Resh
Chief Growth Officer
Michael Nader, EA
Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Jason Hart
Director of Operations
Joe Fusaro
Director of Operations
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Enrique Vargas
Business Development
Laila Bahman
Associate
Bradley Triana
Tax Consultant
Kiras Persky
Deputy General Counsel
Rina Pineda, CPA, MST
Director of Tax Consulting
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Ryan Santiago
Operations Manager
Rich Winer
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Curtis Cooper
Associate Wealth Advisor
Roger Lopez
Wealth Advisor
Josh Lev
Vice President, Investment Research
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Kingsley Choi
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Leonard Green
Compliance Manager
Natalie Arias
Office Manager & Administrative Assistant
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Daniel Atchinson
Junior Tax Associate
Samantha Orellana
Client Service Associate
Joshua Fein
Controller
Camille Reyes
Associate
Katherine Neto, AWMA®
Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Dylan Drake
Marketing Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michael Gansfuss
Business Development Manager, Alpha Summit
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Cecilia Umbel
Client Service Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Andrea Chandos
Sr. Tax Administrator
JP Tran
Client Service Associate
Brandon McAuslen
Portfolio Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Morten Roness, MBA
Vice President, Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Wyatt Gibson
Junior Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Luke Everhart
Business Development Associate
Stephen Fringer
Systems & Reporting Manager
Teddy Weber, CPA
Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Brendan Finneran
Senior Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Harley Guzman
Office Manager & Junior Paralegal
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Kim Zajic
Chief Administrative Officer
Jordan Peterson, CPFA®
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Wayne T. Slappy
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Peter Amling, CFP®
Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Charlotte Perkinson
HR & Talent Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Dalia Dardoon
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Ashley Payrits
Alternative Investments Analyst
Noah Barrionuevo
Associate
Stephanie Valderrama
Administrative Assistant
Joe Mezzetta, CPA
Tax Preparation Manager
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor