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

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