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

Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Roger Lopez
Wealth Advisor
Lucas McDonnell
Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joe Mezzetta, CPA
Tax Preparation Manager
Derek Ruan
Wealth Advisor
Samantha Orellana
Client Service Associate
Leonard Green
Compliance Manager
Rich Winer
Vice President, Wealth Advisor
James Cordle
Senior Trader
Alexandra Miller
Full Charge Bookkeeper
Tyler Resh
Chief Growth Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Laila Bahman
Associate
Anthony Kim
Portfolio Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Allison Garcia
Tax Administrator
Dalia Dardoon
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Michael Nader, EA
Tax Associate
Joshua Fein
Controller
Charlotte Perkinson
HR & Talent Manager
Josh Lev
Vice President, Investment Research
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Nina Weiss
Sr. Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Steven K. Ridgeway, CPA
Tax Services Lead
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Aimie Lalas
Tax Administrator
Airene Williamson
Chief Legal & Compliance Officer
Bardia Maghami
Vice President, Fund Operations
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Jennifer Prendergast
Tax Operations Lead
Kim Zajic
Chief Administrative Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joe Fusaro
Director of Operations
Rachel Otto
Staff Accountant
Annie Heller
Associate Wealth Advisor & Investment Analyst
Katherine Neto, AWMA®
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Teddy Weber, CPA
Tax Associate
Brandon McAuslen
Portfolio Manager
Andy Rosas
AI Strategy & Operations Manager
Curtis Cooper
Associate Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Jordan Thatcher
Senior Tax Consultant
Joseph Brandolino
Associate Wealth Advisor
Myles Bozinovski
Business Development Manager
Michael Rashtian
Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Lisa Tashtchian
Sr. Client Service Associate
Steve Racius
Associate Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
JP Tran
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Flavia Nunes
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Wayne T. Slappy
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Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brendan Finneran
Senior Portfolio Manager
Jordan Peterson, CPFA®
Wealth Advisor
Kingsley Choi
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Tony Walsh
Chief Operating Officer
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Nicolo Gori
Client Service Associate
Ryan Santiago
Operations Manager
Andrew Moss
Wealth Advisor