Woodland Hills, CA (PRWEB) May 18, 2015
Steel Peak Wealth Management, LLC is proud to announce the addition of an experienced Financial Advisor, Joseph Auday. Joseph will be located in Steel Peak’s Beverly Hills office. Prior to joining Steel Peak, he was a Financial Advisor for Seacrest Wealth Management, Merrill Lynch and a Partner of a boutique wealth management firm in Santa Monica. Joseph 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.
Joseph 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.
About Steel Peak Wealth Management
Steel Peak is an independent financial planning and investment advisory firm, based in the Los Angeles area, that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. For more information about Steel Peak, please visit http://www.steelpeakwealth.com