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

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