Joseph Auday, Cfp®, Crpc® Email & Phone Number

Joseph Auday began his career as a Financial Advisor in 2008. Prior to joining Steel Peak, he was a Financial Advisor for Merrill Lynch and Managing Partner of a boutique wealth management firm in Santa Monica. Joseph implements Goals Based Wealth Planning strategies and leverages the firm’s vast resources to help his clients grow their businesses and protect their assets. He is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds a Chartered Retirement Planning Counselor℠ designation and holds Series 66 FINRA registrations. Joseph attended the Pennsylvania State University where he received a Bachelor of Science in Industrial Engineering. His family is from Argentina and is fluent in Spanish. Joseph is also an active participant in his community as a member of the Los Angeles 5 Rotary in downtown Los Angeles. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning Counselorism and CRPC® are registered service marks of the College for Financial Planning’. Specialties: Goals Based Wealth Planning, Lending, Credit, Investments and access to Banking Services.

Listed skills include Financial Planning, Estate Planning, Retirement Planning, Investments, and 8 others.