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

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