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

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