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
Back to Meet Our Team

Other Team Members

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