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

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