IraZito- Financial Advisor Westlake Village, CA

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About Ira Zito

As President of Financial Peak, LLC, a California registered RIA, I provide comprehensive wealth management services. I play a role in your life's most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation. I do not take your trust lightly and strive to earn it every day. I am supported by a network of premier partners, who bring strength, stability, and security to help design strategies that work for today and tomorrow. All with one goal in mind - your success. It is important that I introduce them to you. Charles Schwab provides back office, technology, regulatory and operational support. Morningstar is our investment partner providing us with software that is designed for RIAs to help design, build, and monitor investment portfolios with access to key investment data, analytics, ratings, and institutional money managers and provides you with comprehensive reporting. Envestnet provides a powerful financial planning tool that helps me create a customized roadmap to secure your financial future. At Financial Peak you will have access to a seasoned Certified Financial Planner that will help address your concerns using a language you can understand, not jargon. Ira Zito, and by extension Financial Peak are driven by a strong philosophy that independence is key to fulfilling sound investment decisions. My independence empowers me to put your interests first with objective, carefully considered offerings - with no obligation to promote any particular investment.

See Disclosures

General Information

Firm Start Year

1997

No. of Employees

CRD#

2621037

Firm CRD#

318061

Insurance License#

0D52623

Name of Custodial Firm

Charles Schwab

States Licensed in

CA, NY, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Ira began his financial career in 1989 as an accountant and auditor, analyzing the financial statements of corporations both large and small, providing solutions to lower taxes, reduce expenses, increase income, comply with corporate policy and procedures. In 1997, he decided it was time to do what he really wanted, which is to help families achieve their lifelong financial goals. Since transitioning from accounting to financial planning, Ira has worked with some of the most prestigious financial firms in the industry. These experiences led him to establish Financial Peak, LLC a Registered Investment Advisory firm. His 34 years of wealth management experience helps maximize client's potential for meeting life goals.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Insurance and Annuity Licenses

Health, Annuity, Life, Variable Annuity, Disability, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Flat Fee

Additional Details on Charges

Initial consultation is complementary. Fees are dependent on wealth management services selected and are fully transparent.

Education

Associate in Science - Business

State University of New York
09/15/1986 -12/15/1987

Bachelor of Science - Economics and Accounting

State University of New York
01/01/1988 -12/15/1989

Master of Business Administration - Finance

Long Island University
09/15/1994 -05/12/1996

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888029/paladinregistry-Financial-Peak-detailed-disclosure.html

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Ira Zito

Financial Peak