SteelPeak Expands with the Addition of Wealth Advisor Sam Sosa

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All Insights | Press Releases - 03 - 11 - 24

Sam Sosa joins as wealth advisor and will be integral to SteelPeak’s presence in Santa Barbara

LOS ANGELES, Calif., March 11, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Santa Barbara with the appointment of wealth advisor Sam Sosa. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

With approximately 20 years of experience in the wealth management business and having most recently spent time as a financial advisor at Fidelity Investments, Sam knows the value of joining SteelPeak.

“We are excited to have Sam join SteelPeak and look forward to the contributions he will make to our team and the clients we serve,” said Reza Zamani, Founder and CEO of SteelPeak. “Sam will help lead our efforts in Santa Barbara particularly through our partnership with the Schwab Advisor Network.”

SteelPeak received a minority investment from Emigrant Partners in 2023 to augment its growth engine by helping to facilitate recruiting and M&A transactions of firms, advisory teams, and individual advisors. Since then, its pipeline for new M&A opportunities has grown steadily through a dedicated effort to attract and recruit growth-minded advisors to the firm.

This marks the fourth advisor to join SteelPeak in the past six weeks. Reza Zamani and other members of the SteelPeak leadership team are available for comment upon request.

About SteelPeak Wealth:

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, California with offices in Woodland Hills, Beverly Hills, Newport Beach, and Las Vegas, Nevada. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. From wealth planning to estate consulting to insurance and to investment management, SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The expertise and the client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of Americas Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.

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