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.

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.

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.

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

·     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

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