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 partners 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

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