Buildings

Derek Ruan

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

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