Buildings

Derek Ruan

Associate Wealth Advisor
Education and Credentials

Derek Ruan is a dedicated financial professional with a strong background in wealth management and client service. Born in Guangdong, China and raised in Los Angeles, he is trilingual in Mandarin, Cantonese, and English—allowing him to effectively connect with a diverse client base.

He began his career at Signature Estate & Investment Advisors, where he was part of a team managing over $2 billion in assets. Now at SteelPeak Wealth, Derek continues to prioritize delivering high-quality, personalized financial strategies that align with each client’s unique goals.

Outside the office, Derek enjoys skiing in the winter and spending time with family and friends in Los Angeles’ Hancock Park neighborhood, where he resides.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Derek
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Peter Amling, CFP®
Wealth Advisor
Josh Lev
Alternative Investment Associate
Raesa Martin
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Bardia Maghami
Fund Operations Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Steve Racius
Associate Wealth Advisor
Dylan Drake
Marketing Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Tyler Resh
Chief Growth Officer
Benjamin Kanter
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Nicolo Gori
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Tony Walsh
Chief Operating Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
JP Tran
Client Service Associate
Airene Williamson
Chief Legal Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Maddie Zakarian
Administrative Specialist
Anthony Kim
Portfolio Manager
Alexandra Miller
Full Charge Bookkeeper
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Roger Lopez
Wealth Advisor
Kingsley Choi
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Joe Mezzetta, CPA
Senior Tax Associate
Andy Rosas
Operations Manager
Pete Alliegro, CFA
Director of Business Development
Flavia Nunes
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Drew Clanton
Operations Associate
Brendan Finneran
Senior Portfolio Manager
Wyatt Gibson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Lucas McDonnell
Client Service Associate
Luke Everhart
Business Development Associate
Joseph Brandolino
Associate Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Ryan Santiago
Operations Manager
Kim Zajic
Chief Administration Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jordan Thatcher
Senior Tax Consultant
Rich Winer
Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Rachel Otto
Staff Accountant
Nina Weiss
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
Lexi Shaheri
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Annie Heller
Client Service Associate
Aimie Lalas
Tax Administrator
Joe Fusaro
Director of Operations
Steven Dymant
Director of Alternative Solutions
Lioness Ebbay, Esq.
Director of Estate Consulting
Charlotte Perkinson
HR & Talent Manager
Joshua Fein
Controller
Teddy Weber, CPA
Tax Associate