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

Spencer Mittin
Client Service Associate
Daisy Stinson
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Nicolo Gori
Client Service Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Joseph Brandolino
Client Service Associate
Bardia Maghami
Fund Operations Associate
Flavia Nunes
Wealth Advisor
Kim Zajic
Chief Administration Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Roger Lopez
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Alexis Prigo
Executive Assistant
Justin Iskander, CPA
Investment Analyst
Chris Shelburne
Director of Corporate Development
Mike Shotton
Sr. Vice President, Wealth Advisor
Brendan Finnerman
Senior Portfolio Manager
Matthew Keller
Vice President, Wealth Advisor
James Cotton
Operations Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Billy Yeh
Director of Insurance Solutions
Mike Janis
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
James Cordle
Senior Trader
Lexi Shaheri
Client Service Associate
Tyler Resh
Chief Growth Officer
Joshua Fein
Controller
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Stephanie Valderrama
Administrative Assistant
Robert Venezia
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Amalia Uribe
Human Resources Manager
Rich Winer
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Katherine Neto, AWMA®
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Michelle Nanoff
Senior Client Service Associate
Wayne T. Slappy
Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Airene Williamson
Chief Legal Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Vladislav Donets
Senior Associate - Alternatives
Colin Kapp
Director of Marketing
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Brian Matthews, CFP®
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tony Walsh
Chief Operating Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Omeri Davidi
Operations Associate