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

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