Buildings

Kingsley Choi

Wealth Advisor
Education and Credentials

With over a decade of experience in client services across the creative and financial sectors, Kingsley excels in understanding client needs and leading teams to success. Prior to joining SteelPeak Wealth, Kingsley worked as a Vice President Financial Consultant at Charles Schwab serving clients since 2014 in both Orange County and Los Angeles County.

Over the years, Kingsley has followed the belief that: “Your clients are your best teachers in life.”

Every person has some interesting life lessons to teach. By listening deeply and having meaningful conversations as the trusted advisor, Kingsley enjoys learning about the unique situations of his clients and working closely with them to solve the complexities in their financial pictures.

Prior to working in Wealth Management, Kingsley also spent many years working in the Advertising industry to help develop brand messaging for multiple Fortune 500 companies including Toyota Motorsports and AT&T. As a result, he understands the value of good communication and is a big proponent of helping clients to navigate complex topics by simplifying them to everyday understandable terms.

Kingsley is married to his wife Carmen and outside his professional endeavors he enjoys traveling the world to learn about different cultures and perspectives. Back at home, Kingsley also pursues a hobby in coffee roasting, so ask him anything about coffee or better yet, grab a coffee with him to learn something interesting!

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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
Kingsley
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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