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!

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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
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

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