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Enrique Vargas

Business Development
Education and Credentials
California State University, Northridge
B.S. in Finance; B.S. in Business Administration
Chartered Retirement Planning Counselor (CRPC)

Enrique Vargas is a Business Development professional with more than a decade of experience serving the financial services industry. Throughout his career, he has worked with financial advisors, enterprise organizations, and industry leaders to help build strategic relationships, drive growth, and deliver solutions that support long-term client success.

Before joining SteelPeak, Enrique held business development, sales, and marketing leadership roles with organizations including AIG, Deloitte, and Gartner. His experience spans wealth management, retirement services, insurance, technology consulting, and enterprise strategy, giving him a unique perspective on the challenges and opportunities facing advisors and their clients.

Enrique earned his bachelor's degree from California State University, Northridge, graduating Cum Laude, and obtained the Chartered Retirement Planning Counselor™ (CRPC®) designation.

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Career Highlights

Throughout his career, Enrique has consistently been recognized as a top-performing business development professional, achieving multiple years of quota attainment above target and helping organizations generate millions of dollars in new business opportunities. His background includes developing go-to-market strategies, building strategic partnerships, and supporting financial professionals in delivering exceptional client experiences.

His passion for relationship-building and commitment to understanding client goals have been foundational to his success across both financial services and consulting environments.

Why did you get into wealth management?
I was drawn to wealth management because of its ability to create meaningful, lasting impact in people's lives. Coming from a family who moved to the U.S. with little to no money, I developed a deep appreciation for the importance of wealth management and financial responsibility. I believe financial planning is about more than numbers; it's about helping people make confident decisions, navigate life's transitions, and build a future aligned with their values.
What do you enjoy most about the work you do for SteelPeak clients?
I enjoy developing authentic relationships and helping advisors and clients connect their financial decisions to their desired outcomes and lives they want to live. I value the opportunity to learn each client's story, understand what matters most to them, and help create a path toward their goals. I believe trust, transparency, and consistent communication are the foundation of every successful relationship. Whether meeting virtually or in person, I strive to create an experience where advisors and clients feel heard, informed, and confident about their financial future.
What do you love to do outside of work?
Outside of work, I enjoy weightlifting, staying active, and am a huge sports fan, cheering for the Dodgers, Lakers, and Rams. Most of all, I enjoy spending time with my wife, Febe, and our two young boys, Elias and Arlo, and our dog, Herkie – creating lasting memories through family adventures and everyday moments.
What is your favorite book or quote?
I’m not sure who said this, but one of my favorite quotes is “If you do the right things, the right things will happen.” I believe that consistent effort, strong relationships, and doing right by others naturally lead to positive outcomes over time.
Schedule a Meeting with
Enrique
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Dylan Drake
Marketing Associate
Camille Reyes
Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Kingsley Choi
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Lisa Tashtchian
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Steven K. Ridgeway, CPA
Tax Services Lead
Derek Ruan
Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Laila Bahman
Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jackie Stafford
Sr. Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Natalie Arias
Office Manager & Administrative Assistant
Joshua Fein
Controller
Michael Rashtian
Vice President, Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Jordan Peterson, CPFA®
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Leonard Green
Compliance Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Brendan Finneran
Senior Portfolio Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Wyatt Gibson
Junior Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Michael Nader, EA
Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Alexandra Miller
Full Charge Bookkeeper
Robert Venezia
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Peter Amling, CFP®
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Samantha Orellana
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Aimie Lalas
Tax Administrator
Roger Lopez
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Bardia Maghami
Vice President, Fund Operations
Rich Winer
Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Allison Garcia
Tax Administrator
Andrea Chandos
Sr. Tax Administrator
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Patrick Oliver, MST, EA
Senior Tax Consultant
JP Tran
Client Service Associate
Dalia Dardoon
Associate Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Myles Bozinovski
Business Development Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Joe Fusaro
Director of Operations
Jess Boone
Director of Client Development, SteelPeak Sports
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Tyler Resh
Chief Growth Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Brandon McAuslen
Portfolio Manager
Josh Lev
Vice President, Investment Research
Morten Roness, MBA
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Andrew Moss
Wealth Advisor
Kiras Persky
Deputy General Counsel
Andy Rosas
AI Strategy & Operations Manager
James Cordle
Senior Trader
Michelle Nanoff
Sr. Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Stephanie Valderrama
Administrative Assistant
Tony Walsh
Chief Operating Officer
Cecilia Umbel
Client Service Manager
Anthony Kim
Portfolio Manager
Lesny Espinoza, EA
Tax Associate
Daniel Atchinson
Junior Tax Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Bradley Triana
Tax Consultant
Teddy Weber, CPA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Adam Greenwald
Sr. Client Service Associate