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

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