Buildings

Kingsley Choi

Wealth Advisor
Education and Credentials

With over a decade of experience in client services across the creative and financial sectors, Kingsley excels in understanding client needs and leading teams to success. Prior to joining SteelPeak Wealth, Kingsley worked as a Vice President Financial Consultant at Charles Schwab serving clients since 2014 in both Orange County and Los Angeles County.

Over the years, Kingsley has followed the belief that: “Your clients are your best teachers in life.”

Every person has some interesting life lessons to teach. By listening deeply and having meaningful conversations as the trusted advisor, Kingsley enjoys learning about the unique situations of his clients and working closely with them to solve the complexities in their financial pictures.

Prior to working in Wealth Management, Kingsley also spent many years working in the Advertising industry to help develop brand messaging for multiple Fortune 500 companies including Toyota Motorsports and AT&T. As a result, he understands the value of good communication and is a big proponent of helping clients to navigate complex topics by simplifying them to everyday understandable terms.

Kingsley is married to his wife Carmen and outside his professional endeavors he enjoys traveling the world to learn about different cultures and perspectives. Back at home, Kingsley also pursues a hobby in coffee roasting, so ask him anything about coffee or better yet, grab a coffee with him to learn something interesting!

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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
Kingsley
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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