Joseph Auday, CFP® CRPC®

Specialties

Financial Planning, Estate Planning, Retirement Planning, Wealth & Investment Management.

History

Established in 2012.

As client advocates, we are dedicated to helping you achieve your most important financial goals as effectively and safely as possible. As fiduciary wealth managers, we are committed to acting in your best interests at all times.

Our exclusive financial planning and investing solutions are customized to each client’s unique goals. And our deep expertise and world-​class resources empower clients to thrive during every stage of their lives.

We pride ourselves on our independence, which enables us to provide truly objective advice, without hidden agendas or conflicts of interest. Our clients’ success is our first priority.

Meet the Business Owner

Joseph A.

Business Owner

Joseph has been a financial advisor assisting clients since 2008. He is passionate about helping people and gets satisfaction from fully implementing financial plans to help people reach their goals.

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.

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.

Joseph Auday, CFP® CRPC® also recommends

Daddy Don’s Tax Service

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reviews

Tax Services

Joseph A. says,

«Donald provides my clients with stellar tax advice. We work together to help our clients focus on their goals and maintain tax efficiency.»