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

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