IraZito- Financial Advisor Westlake Village, CA

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About Ira Zito

At Financial Peak, we specialize in the Personalized Multigenerational Wealth Management Plan (PMGW). Our approach involves utilizing a handful of high-level financial strategies, meticulously designed to work in harmony. This comprehensive planning enables our clients to maximize their wealth generation from the present through retirement. Our goal is to assist you in achieving your ideal retirement lifestyle, free from financial worries. Through our advanced strategies, we focus on optimizing your wealth while minimizing your tax liabilities. This ensures that you can enjoy a secure and prosperous retirement, with peace of mind about your financial future. Let us help you create a plan that supports you today and safeguards your tomorrow.

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

automated call

CRD#

2621037

Firm CRD#

318061

Insurance License#

0D52623

Name of Custodial Firm

Charles Schwab

States Licensed in

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 extensive financial services experience helps maximize client's potential for meeting life goals.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

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 -08/25/1988

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