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

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