Paladin Research Report For:

Ira Zito

Financial Peak

30700 Russell Ranch Rd
Suite 250
Westlake Village, CA 91362

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
  • 2-4


Qualifications & Membership

Compensation and Fees


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 provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

Inquire With Ira