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

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