Trusted Advisors 2014

ALL
BLOG
VIDEO
NEWS
PRESS
FAQ
Press - 25 - 08 - 14

The San Fernando Valley Business Journal

As CEO of Steel Peak, Reza Zamani combines his two great passions: providing clients with world-class service and empowering other talented advisors to do the same. In overseeing Steel Peak’s business strategy as well as the firm’s operations and resources, Zamani draws on deep professional experience including serving as a top advisor at major Wall Street firms. Right from the beginning of his career, Zamani envisioned an independent advisory firm dedicated to providing a higher level of value to clients, and he began scouting potential team members early on. His vision of a uniquely talented and dedicated team providing distinguished fiduciary service to clients is embodied in Steel Peak. Zamani has built Steel Peak to be uniquely separate from the traditional Wall Street firms by focusing on a fiduciary responsibility to his clients, and not to act as “big brother.” As independent advisors, Zamani and his team at Steel Peak have the freedom and the flexibility to align their guidance with client objectives, investing clients’ assets in their best interest. A graduate of UCLA Anderson School of Management, with an emphasis in Entrepreneurship, Zamani holds the prestigious Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers and Columbia University. He also holds the Certified Fund Specialist (CFS) credential from the Institute of Business & Finance. Also passionate about giving back, Zamani serves on the board of trustees for the Academy of Certified Portfolio Managers and he has served as a board member of nonprofits including Providence Saint Joseph Medical Center, The Wellness Community of West Los Angeles and ATHGO International.

“In my mind, the Trusted Advisors Award should be awarded solely to a person who meets the dual requirements of (i) superbly competent as a financial advisor and (ii) highly trustworthy in a crisis and in everyday activities. Reza Zamani exceeds each requirement. Thus, I rely upon his and his firm’s financial and estate planning advice in connection with investing a large part of my net worth on a daily basis. Even more importantly, my estate planning documents provide that Mr. Zamani be called immediately upon my passing, as I want only the most trusted advisor to look after my wife’s, my children’s and my grandchildren’s needs. Reza Zamani is that trusted advisor!”

Wilford D. Godbold Jr., CEO, Sharwood Enterprises

Click here for PDF

Share