Steel Peak Wealth Management has added experienced Financial Advisor, Joseph Auday to the firm’s team in its Beverly Hills office.
Prior to joining Steel Peak, Auday was a Financial Advisor for Seacrest Wealth Management, Merrill Lynch and a Partner of a boutique wealth management firm in Santa Monica. Auday has been a financial advisor assisting clients since 2008 and will be a strong addition to our firm. 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 7, 66 and 24 licenses.
Auday holds a Bachelor's Degree in Industrial Engineering from Pennsylvania State University. 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.