SteelPeak Wealth has been Published!

SteelPeak Wealth is proud to announce our new publication, Sophisticated Wealth Management Made Simple. In this book, the Founders of…

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SteelPeak Wealth is pleased to announce that Reza Zamani is featured in a new advertising campaign from Schwab Advisor Services.

These materials have been independently produced by SteelPeak Wealth. SteelPeak Wealth is independent of, and has no affiliation with, Charles…

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Impact 2018 Charles Schwab & Co., Inc.

These materials have been independently produced by SteelPeak Wealth. SteelPeak Wealth is independent of, and has no affiliation with, Charles…

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StealPeak

Wealth Managers See Question Marks in 2020

San Fernando Valley Business Journal Election year, volatility pose challenges that technology can’t address. In 2020, Christopher Lamia expects volatility in…

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Succession Plan Dilemma

Aging advisor workforce races to find replacements – but are younger generations interested? Despite a booming economy and the past…

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Money Meets Tech

San Fernando Valley Business Journal Long considered a personal touch business, financial management firms discover that information technology has become…

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Why Reza Zamani Chose Independence

Going independent as a Registered Investment Advisor (RIA) is a decision requiring considerable thought and planning. In this second of…

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Technology, Tax Reform Impact Money Managers

San Fernando Valley Business Journal LIST: Financial firms look beyond equities amid growing market volatility. The San Fernando Valley is…

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Trusted Advisors Awards 2015

The San Fernando Valley Business Journal is proud to announce the 2015 Trusted Advisors Awards.  This event honors the important…

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