Ali Zamani, AIF®, CFS®, CAS®

Founding Partner, CFO

Ali Zamani is a Foudning Partner and Chief Financial Officer of SteelPeak Wealth. He has worked with the other two founding partners for nearly two decades. Ali takes pride in helping advisory clients accomplish their most important life goals and in helping ensure that SteelPeak Wealth remains a strong business that succeeds by always putting clients first. SteelPeak Wealth is the result of collaborative thinking with the other two partners to create a wealth management firm that always puts the wellbeing of the client first and prioritizes innovative ways of doing business. 

He holds a bachelor’s degree in Business Economics from the University of California at Santa Barbara. He began his career at Northwestern Mutual in Los Angeles, where he focused on estate and wealth transfer planning and then joined UBS as a Financial Analyst. Before co-founding SteelPeak Wealth, Ali was a Vice President of Investments and a Portfolio Management Director at Morgan Stanley. He is certified as an Accredited Investment Fiduciary, AIF®, Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®.  Ali enjoys seeing SteelPeak Wealth help clients reach their unique set of goals and simplify the complex wealth management process.  With a keen eye for detail and a vision for SteelPeak Wealth that spans decades, Ali is happy to see SteelPeak Wealth surpass its goals each year so that the firm can serve its clients in the best way possible. 

Ali lives in Sherman Oaks with his wife Ferrah and two children.  In his spare time he enjoys hiking, going to the beach, and watching his favorite team the Los Angeles Lakers.

 

T 818 835-8723

ali.zamani@spwm.com