Buildings

Maz Esmailbeigi AIF®, CFS®, CAS®

Founding Partner, CIO
Education and Credentials
California State University, Northridge
AIF®, CFS®, CAS®

Maz Esmailbeigi is a Founding Partner and Chief Investment Officer at SteelPeak Wealth, where he has played a pivotal role in guiding the firm’s strategic direction since its inception. As one of SteelPeak Wealth’s three founding partners, Maz brings over two decades of collaborative leadership to the team. With more than 20 years of experience as a financial advisor, Maz has developed a deep and nuanced understanding of the financial industry. Before co-founding SteelPeak Wealth, he served as an Associate Vice President at UBS and held the roles of Vice President and Portfolio Management Director at Morgan Stanley.

Maz holds a Bachelor’s degree in Biology from California State University, Northridge. He is an Accredited Investment Fiduciary (AIF®) and has earned the Certified Fund Specialist (CFS®) and Certified Annuity Specialist (CAS®) designations from the Institute of Business & Finance. He is also pursuing the Chartered Mutual Fund Counselor (CMFC) designation through the College for Financial Planning.

Maz’s expertise extends beyond traditional financial advisory services; his deep understanding and application of Behavioral Finance principles are central to his approach in guiding clients. He recognizes that emotional and cognitive biases often influence financial decision-making, and he is skilled at helping clients navigate these challenges to make informed, rational choices. By integrating Behavioral Finance into the firm’s investment platform, Maz is able to offer tailored advisory services that account for both the psychological and financial aspects of investing, ensuring that clients are better positioned to achieve their long-term goals.

In addition to his professional achievements, Maz has served as a trustee on several nonprofit boards and is a frequent speaker on investment topics, including Behavioral Finance. He has been actively involved with the Boys & Girls Club of Malibu and Hang Out, Do Good (HODG), an organization dedicated to providing meals to those facing food insecurity. Maz and his wife Michelle reside in Calabasas with their two daughters.

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Career Highlights
Why did you get into wealth management?
I’m passionate about helping people build secure financial futures. It’s fulfilling to guide clients through complex financial decisions, helping them grow and preserve their wealth while achieving their life goals. Wealth management allows me to combine analytical skills with a client-centered approach, which I find both rewarding and meaningful.
What do you enjoy most about the work you do for SteelPeak clients?
The opportunity to create tailored strategies that genuinely make a difference in their financial lives. Building trust, understanding each client's unique goals, and guiding them through key financial decisions is incredibly rewarding.
What do you love to do outside of work?
I try to stay as active as possible. My family and I love traveling and have visited over 25 countries.
What is your favorite book or quote?
A quote that was instilled in me by my parents as a child, “show me your friends, and I will show you your future”. I believe that quote applies at any age.
Schedule a Meeting with
Maz
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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