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

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