Buildings

Joseph Auday, CFP®, CRPC®

Sr. Vice President, Wealth Advisor
Education and Credentials
The Pennsylvania State University
CFP®, CRPC®
Book a Complimentary Consultation

Prior to joining SteelPeak Wealth, Joseph was a Wealth Advisor for Seacrest Wealth Management, Merrill Lynch and Partner of a boutique wealth management firm in Santa Monica. Joseph has been a Wealth Advisor assisting clients since 2008.

Joseph holds a Bachelor’s Degree in Industrial Engineering from Pennsylvania State University. He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 66 license.

He is passionate about helping people and finds satisfaction in fully implementing financial plans to help people reach their goals. Joseph enjoys working out, traveling and hosting social events. He is an active participant in his community as a member of the Guardians Los Angeles. His family is from Argentina and he is fluent in Spanish.

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Career Highlights
  • Moving out to Los Angeles in 2008 without knowing anyone and building my business

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Why did you get into wealth management?
Help my family retire
What do you enjoy most about the work you do for SteelPeak clients?
Working with local businesses and owners
What do you love to do outside of work?
Guitars and traveling
What is your favorite book or quote?
How to Win Friends and Influence People
Schedule a Meeting with
Joseph
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

Stephanie Valderrama
Administrative Assistant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Michelle Nanoff
Sr. Client Service Associate
James Cordle
Senior Trader
JP Tran
Client Service Associate
Samantha Orellana
Client Service Associate
Alejandra Guzman
Paralegal – Compliance Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Brendan Finneran
Senior Portfolio Manager
Cecilia Umbel
Client Service Manager
Josh Lev
Vice President, Investment Research
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michael Nader, EA
Tax Associate
Steven Dymant
Director of Alternative Solutions
Lesny Espinoza
Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Ryan Santiago
Operations Manager
Kingsley Choi
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Leonard Green
Compliance Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Roger Lopez
Wealth Advisor
Derek Ruan
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Steve Racius
Associate Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Tyler Resh
Chief Growth Officer
Luke Everhart
Business Development Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Aimie Lalas
Tax Administrator
Drew Clanton
Operations Associate
Tony Walsh
Chief Operating Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Teddy Weber, CPA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Richard Stucki
Senior Tax Reviewer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Nicolo Gori
Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Joseph Brandolino
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rina Pineda, CPA, MST
Director of Tax Consulting
Jennifer Prendergast
Tax Operations Lead
Mike Janis
Sr. Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Rachel Otto
Staff Accountant
Charlotte Perkinson
HR & Talent Manager
Andy Rosas
Operations Manager
Joe Fusaro
Director of Operations
Anthony Kim
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Bardia Maghami
Vice President, Fund Operations
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Benjamin Kanter
Client Service Associate
Lucas McDonnell
Client Service Associate
Nina Weiss
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Joe Mezzetta, CPA
Senior Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Rashtian
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Rich Winer
Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate