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

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