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

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