Ira Zito- 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.

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General Information

Firm Start Year

1997

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

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

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