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

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