Buildings

Ali Zamani AIF®, CFS®, CAS®

Founding Partner, CFO
Education and Credentials
University of California, Santa Barbara
AIF®, CFS®, CAS®

Ali Zamani is a Founding Partner and CFO 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.

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Career Highlights
Why did you get into wealth management?
I got into wealth management because I studied Economics in college and learned to enjoy finance – and enjoyed working directly with people. This gave me an opportunity to do both.
What do you enjoy most about the work you do for SteelPeak clients?
I enjoy talking to clients about their goals, helping them reach those goals, and helping them navigate through different market cycles.
What do you love to do outside of work?
Spending time with my wife and kids, going to Lakers games, and traveling.
What is your favorite book or quote?
"The only thing we have to fear, is fear itself"
Schedule a Meeting with
Ali
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Michael Nader, EA
Tax Associate
James Cordle
Senior Trader
Steven K. Ridgeway, CPA
Tax Services Lead
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Natalie Arias
Office Manager & Administrative Assistant
Jordan Peterson, CPFA®
Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Lisa Tashtchian
Sr. Client Service Associate
Lucas McDonnell
Client Service Associate
Mary Berg, CPA/PFS
Technical Reviewer
Jonathan Sheen
Junior Portfolio Manager
Aimie Lalas
Tax Administrator
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Allison Garcia
Tax Administrator
Cecilia Umbel
Client Service Manager
Harley Guzman
Office Manager & Junior Paralegal
Robert Venezia
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Dalia Dardoon
Associate Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Teddy Weber, CPA
Tax Associate
Jennifer Prendergast
Tax Operations Lead
Curtis Cooper
Associate Wealth Advisor
Jason Hart
Director of Operations
Lioness Ebbay, Esq.
Director of Estate Consulting
Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Lesny Espinoza, EA
Tax Associate
Alexandra Miller
Full Charge Bookkeeper
Jackie Stafford
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Enrique Vargas
Business Development
Joseph Brandolino
Associate Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Joe Fusaro
Director of Operations
Charlotte Perkinson
HR & Talent Manager
Katherine Neto, AWMA®
Client Service Associate
Luke Everhart
Business Development Associate
Jordan Thatcher
Senior Tax Consultant
Noah Barrionuevo
Associate
Andrea Chandos
Sr. Tax Administrator
Kim Zajic
Chief Administrative Officer
Patrick Oliver, MST, EA
Senior Tax Consultant
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Camille Reyes
Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Roger Lopez
Wealth Advisor
Laila Bahman
Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Josh Lev
Vice President, Investment Research
Mike Janis
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Myles Bozinovski
Business Development Manager
Andy Rosas
AI Strategy & Operations Manager
Airene Williamson
Chief Legal & Compliance Officer
Rachel Otto
Staff Accountant
JP Tran
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Anthony Kim
Portfolio Manager
Jack Martin
Associate Wealth Advisor
Samantha Orellana
Client Service Associate
Bardia Maghami
Vice President, Fund Operations
Rina Pineda, CPA, MST
Director of Tax Consulting
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Kiras Persky
Deputy General Counsel
Rich Winer
Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Bradley Triana
Tax Consultant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Tony Walsh
Chief Operating Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michael Rashtian
Vice President, Wealth Advisor
Joshua Fein
Controller
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Kingsley Choi
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager