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
Back to Meet Our Team

Other Team Members

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