Zack Farooquee serves as Director of Advisory Services at SteelPeak Wealth, where he leads a dynamic team of advisors with a shared commitment to delivering exceptional client outcomes. With over 16 years of industry experience, Zack brings a unique blend of strategic insight and firsthand advisory expertise to his role. Having built a successful advisory practice himself, Zack understands the challenges and opportunities advisors face on their journey from advisor to leader. His leadership philosophy is rooted in empathy, mentorship, and empowerment—providing advisors with the tools, insights, and support they need to thrive.

As an advisor himself, Zack is uniquely positioned to mentor and support advisors by remaining closely connected to the client experience. He is passionate about helping clients develop customized portfolio strategies to build and preserve wealth across generations. He leads by example, blending institutional-grade investment acumen with a deeply personalized, goal-driven planning approach. His expertise spans multi-asset portfolio management, structured investments, and holistic financial planning. With cross-border experience advising clients in both U.S. and international markets, Zack brings a global perspective to wealth management.

Zack holds a bachelor’s degree in economics from the University of Colorado, Boulder. He currently holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning and is an Accredited Investment Fiduciary (AIF®), committed to delivering fiduciary-driven advice that adapts to evolving market conditions and life stages.