Roxana Maddahi
Wealth Advisor
Roxana Maddahi is a Wealth Advisor who specializes in guiding millennials through financial planning and investing by helping them to understand their personal finances and actively grow their wealth as they grow in their careers and lives. Roxana has been working in the private wealth management space for 13 years. She started in the investment management division at Lehman Brothers and JP Morgan in New York. Before joining SteelPeak Wealth in 2015, Roxana built her own practice at Morgan Stanley in Los Angeles. Roxana earned her Bachelor’s Degree from George Washington University with a double concentration in Business Economics and International Business.
Roxana is passionate about continual learning and is regularly taking courses to learn about new topics; she recently studied cryptocurrency and real estate investing. Roxana treats her clients with care and compassion and works in their best interests. She believes in investing her client’s money as she would and does her own. She created a blog that is devoted to teaching matters of finance in a way that people can understand. She loves to learn about the various businesses that her clients are involved with and is inspired by their creativity and expertise.
Roxana has a passion for researching and writing about matters of personal finance. She is published in Forbes, Huffington Post, Elite Daily, Millennial Magazine, among others. She is on the board of Looking Beyond LA, a non-profit that helps enrich the lives of children and young adults with disabilities. Outside of work and volunteering, she spends her free time with her husband and two children.
T 516 578-9562
roxana.maddahi@spwm.com