Buildings

Maz Esmailbeigi AIF®, CFS®, CAS®

Founding Partner, CIO
Education and Credentials
California State University, Northridge
AIF®, CFS®, CAS®

Maz Esmailbeigi is a Founding Partner and Chief Investment Officer at SteelPeak Wealth, where he has played a pivotal role in guiding the firm’s strategic direction since its inception. As one of SteelPeak Wealth’s three founding partners, Maz brings over two decades of collaborative leadership to the team. With more than 20 years of experience as a financial advisor, Maz has developed a deep and nuanced understanding of the financial industry. Before co-founding SteelPeak Wealth, he served as an Associate Vice President at UBS and held the roles of Vice President and Portfolio Management Director at Morgan Stanley.

Maz holds a Bachelor’s degree in Biology from California State University, Northridge. He is an Accredited Investment Fiduciary (AIF®) and has earned the Certified Fund Specialist (CFS®) and Certified Annuity Specialist (CAS®) designations from the Institute of Business & Finance. He is also pursuing the Chartered Mutual Fund Counselor (CMFC) designation through the College for Financial Planning.

Maz’s expertise extends beyond traditional financial advisory services; his deep understanding and application of Behavioral Finance principles are central to his approach in guiding clients. He recognizes that emotional and cognitive biases often influence financial decision-making, and he is skilled at helping clients navigate these challenges to make informed, rational choices. By integrating Behavioral Finance into the firm’s investment platform, Maz is able to offer tailored advisory services that account for both the psychological and financial aspects of investing, ensuring that clients are better positioned to achieve their long-term goals.

In addition to his professional achievements, Maz has served as a trustee on several nonprofit boards and is a frequent speaker on investment topics, including Behavioral Finance. He has been actively involved with the Boys & Girls Club of Malibu and Hang Out, Do Good (HODG), an organization dedicated to providing meals to those facing food insecurity. Maz and his wife Michelle reside in Calabasas with their two daughters.

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Career Highlights
Why did you get into wealth management?
I’m passionate about helping people build secure financial futures. It’s fulfilling to guide clients through complex financial decisions, helping them grow and preserve their wealth while achieving their life goals. Wealth management allows me to combine analytical skills with a client-centered approach, which I find both rewarding and meaningful.
What do you enjoy most about the work you do for SteelPeak clients?
The opportunity to create tailored strategies that genuinely make a difference in their financial lives. Building trust, understanding each client's unique goals, and guiding them through key financial decisions is incredibly rewarding.
What do you love to do outside of work?
I try to stay as active as possible. My family and I love traveling and have visited over 25 countries.
What is your favorite book or quote?
A quote that was instilled in me by my parents as a child, “show me your friends, and I will show you your future”. I believe that quote applies at any age.
Schedule a Meeting with
Maz
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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