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Enrique Vargas

Business Development
Education and Credentials
California State University, Northridge
B.S. in Finance; B.S. in Business Administration
Chartered Retirement Planning Counselor (CRPC)

Enrique Vargas is a Business Development professional with more than a decade of experience serving the financial services industry. Throughout his career, he has worked with financial advisors, enterprise organizations, and industry leaders to help build strategic relationships, drive growth, and deliver solutions that support long-term client success.

Before joining SteelPeak, Enrique held business development, sales, and marketing leadership roles with organizations including AIG, Deloitte, and Gartner. His experience spans wealth management, retirement services, insurance, technology consulting, and enterprise strategy, giving him a unique perspective on the challenges and opportunities facing advisors and their clients.

Enrique earned his bachelor's degree from California State University, Northridge, graduating Cum Laude, and obtained the Chartered Retirement Planning Counselor™ (CRPC®) designation.

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Career Highlights

Throughout his career, Enrique has consistently been recognized as a top-performing business development professional, achieving multiple years of quota attainment above target and helping organizations generate millions of dollars in new business opportunities. His background includes developing go-to-market strategies, building strategic partnerships, and supporting financial professionals in delivering exceptional client experiences.

His passion for relationship-building and commitment to understanding client goals have been foundational to his success across both financial services and consulting environments.

Why did you get into wealth management?
I was drawn to wealth management because of its ability to create meaningful, lasting impact in people's lives. Coming from a family who moved to the U.S. with little to no money, I developed a deep appreciation for the importance of wealth management and financial responsibility. I believe financial planning is about more than numbers; it's about helping people make confident decisions, navigate life's transitions, and build a future aligned with their values.
What do you enjoy most about the work you do for SteelPeak clients?
I enjoy developing authentic relationships and helping advisors and clients connect their financial decisions to their desired outcomes and lives they want to live. I value the opportunity to learn each client's story, understand what matters most to them, and help create a path toward their goals. I believe trust, transparency, and consistent communication are the foundation of every successful relationship. Whether meeting virtually or in person, I strive to create an experience where advisors and clients feel heard, informed, and confident about their financial future.
What do you love to do outside of work?
Outside of work, I enjoy weightlifting, staying active, and am a huge sports fan, cheering for the Dodgers, Lakers, and Rams. Most of all, I enjoy spending time with my wife, Febe, and our two young boys, Elias and Arlo, and our dog, Herkie – creating lasting memories through family adventures and everyday moments.
What is your favorite book or quote?
I’m not sure who said this, but one of my favorite quotes is “If you do the right things, the right things will happen.” I believe that consistent effort, strong relationships, and doing right by others naturally lead to positive outcomes over time.
Schedule a Meeting with
Enrique
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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