SteelPeak Wealth
Financial ServicesView the employees at
SteelPeak Wealth-
Jacqueline Ferdowsi Business Development Manager at SteelPeak Wealth
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Los Angeles Metropolitan Area
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Rising Star
Kim Zajic Chief Administrative Officer at SteelPeak Wealth-
Los Angeles County
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Top 10%
Maz Esmailbeigi, AIF®, CFS®, CAS® Founding Partner & CIO at SteelPeak Wealth-
Los Angeles County, California, United States
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Top 5%
Luke E Anderson, AWMA® I ensure HNW Individuals/Families meet their specific financial aspirations, and investing comfort level with risk using our broad range of targeted investment strategies to tailor portfolios to their unique objectives.-
Los Angeles
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Rising Star
James Cordle Director of Trading Operations at Steel Peak Wealth Management, LLC-
Los Angeles County
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Rising Star
Overview
SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.
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