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

Kingsley Choi
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
James Cotton
Operations Associate
Tony Walsh
Chief Operating Officer
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Wayne T. Slappy
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michael Rashtian
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Lisa Tashtchian
Senior Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Joshua Fein
Controller
Josh Lev
Alternative Investment Associate
Nicolo Gori
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Airene Williamson
Chief Legal Officer
Roger Lopez
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Peter Amling, CFP®
Wealth Advisor
Eric Hua
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Teddy Weber, CPA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Joseph Brandolino
Client Service Associate
Nick Sailer
Investment Analyst
Lexi Shaheri
Client Service Associate
Samantha Orellana
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Kim Zajic
Chief Administration Officer
Spencer Mittin
Business Development Associate
Nina Weiss
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Justin Iskander, CPA
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Tyler Resh
Chief Growth Officer
Leonard Green
Compliance Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Rich Winer
Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Daisy Stinson
Client Service Associate
Summer Larzelere
Senior Tax Consultant
Mike Janis
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Mike Shotton
Sr. Vice President, Wealth Advisor