Buildings

Joseph Auday, CFP®, CRPC®

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

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

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.

Other Team Members

Lioness Ebbay, Esq.
Director of Estate Consulting
Joseph Brandolino
Client Service Associate
Lexi Shaheri
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Nicolo Gori
Client Service Associate
Nick Sailer
Investment Analyst
Spencer Mittin
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Jordan Thatcher
Senior Tax Consultant
Sam Sosa, J.D.
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Michael Rashtian
Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Kim Zajic
Chief Administration Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Flavia Nunes
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Lisa Tashtchian
Business Development Coordinator
Justin Iskander, CPA
Wealth Advisor
Roger Lopez
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Steven Dymant
Director of Alternative Solutions
Samantha Orellana
Client Service Associate
Teddy Weber, CPA
Tax Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Kingsley Choi
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Wayne T. Slappy
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Leonard Green
Compliance Manager
Michelle Nanoff
Senior Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Cole Murphy
Business Development Associate
Eric Hua
Portfolio Manager
James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Tyler Resh
Chief Growth Officer
James Cotton
Operations Associate
Joshua Fein
Controller
Alexis Prigo
Executive Assistant
Nina Weiss
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor