SteelPeak Wealth, LLC

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He has previously worked at Transglobal Advisory, LLC and Charles Schwab & Co., Inc., and operated Otaku Coffee Lab, LLC for three years. Choi holds Series 63, 65, and 66 licenses and is also active as an insurance agent. SteelPeak Wealth serves individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities with investment management, financial planning, and consulting services. The firm offers access to alternative investments and private placements, managing assets through proprietary model portfolios and a broad selection of investment products.

Andrew Jacobson is a financial advisor at SteelPeak Wealth, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SteelPeak Wealth since 2017, following positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to alternative investments and private placement opportunities, utilizing proprietary model portfolios and a range of independent managers and structured products.

Wayne Slappy is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SteelPeak Wealth Management since 2015. Outside of his advisory role, he serves as Membership Chair of the Greater Van Nuys Rotary and as Chapter President of the Team Referral Network. SteelPeak Wealth serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to alternative investments and private placement opportunities, managing assets through proprietary model portfolios and a variety of investment vehicles.

Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and access to alternative investments and private placement opportunities.

Rogelio Lopez is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Bank of America and Uber. Outside of his advisory role, he also works as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and access to alternative investments and private placement opportunities.

Stacy Borek is a CFP® with 11 years of industry experience, currently advising at SteelPeak Wealth, LLC. Her prior roles include positions at Ridgeway & Warner, Capital B Financial Planning, and Ameriprise, as well as work as an independent tax accountant. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and family offices, offering investment management, financial planning, and access to alternative investments. The firm employs proprietary model portfolios and conducts due diligence on private placements for eligible clients.

Michael Rashtian is a financial advisor with SteelPeak Wealth, LLC in Woodland Hills, CA. He holds a Series 65 designation and has four years of industry experience. Prior to joining SteelPeak Wealth in 2021, he worked at City National Rochdale, Bank of America, and Bank Audi. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and access to alternative investments and private placement opportunities.

Mark Koellner is a CFP® professional with 19 years of industry experience, currently serving at SteelPeak Wealth, LLC. His prior roles include positions at Titleist Capital, Titleist Asset Management, Edward Jones, and USAA Financial Planning Services. In addition to his advisory work, Koellner is also active as an insurance agent. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers a range of services such as discretionary and non-discretionary investment management, financial planning, and access to alternative investments, utilizing proprietary model portfolios alongside independent managers and private placement opportunities.

Reza Zamani is a financial advisor with SteelPeak Wealth, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at SteelPeak Wealth Management since 2012 and previously at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, Zamani is a managing member of several non-investment related business entities, including ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC. SteelPeak Wealth serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to alternative investments and private placements, utilizing proprietary model portfolios and a combination of independent managers, mutual funds, ETFs, and structured products.

Maziar Esmailbeigi is a financial advisor with SteelPeak Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is a fixed insurance agent at Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to alternative investments and private placements. The firm employs proprietary model portfolios supported by its Institute of Portfolio Management & Economic Strategy and acts as adviser and affiliate general partner to several proprietary funds.

Hamza Farooquee is a financial advisor at SteelPeak Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of Montreal, and LPL Financial LLC. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers investment management, financial planning, retirement plan consulting, access to alternative investments, and advisory services for pooled investment vehicles and private funds.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and experience in the financial industry since 2022. Prior to joining SteelPeak Wealth in 2024, he worked at Kroll and Deloitte and spent five years in education. SteelPeak Wealth serves individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and family offices, offering investment management, financial planning, and access to alternative investments. The firm utilizes proprietary model portfolios and conducts due diligence on private placements tailored to client objectives.

Flavia Nunes is a financial advisor at SteelPeak Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and family offices, offering investment management, financial planning, and access to alternative investments. The firm utilizes proprietary model portfolios and independent managers to tailor investment strategies according to client objectives.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at All World Ventures and Tarantula Hill Brewing Co. He also worked at Aurora University and Lacrosse Unlimited before entering the financial sector. SteelPeak Wealth serves individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities with investment management, financial planning, and consulting services. The firm employs proprietary model portfolios and offers access to alternative investments and private placement opportunities.

Peter Amling is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2025. Prior to joining SteelPeak, he operated Amling Investments LLC from 2009 to 2025. SteelPeak Wealth serves individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities with investment management, financial planning, and consulting services. The firm manages assets through proprietary model portfolios and a range of investment vehicles, including alternative and private placement opportunities, and acts as adviser to pooled investment vehicles and private funds.