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

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