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

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