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Ira + Zito - Financial Advisor in Woodland Hills, CA

Paladin Research Report For:

Ira Zito

Financial Peak

ChFC® CFP®
5850 Canoga Avenue
Suite 400
Woodland Hills, CA 91367
818-639-9278
Visit Website
https://www.irazito.com/

About Ira Zito

As a financial advisor, 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 strategies that are designed to work for today and tomorrow. All with one goal in mind - your success. I think it is important that I introduce them to you. I am affiliated with SagePoint Financial, an independent wealth management firm that provides me with back office, technology, regulatory and operational support. Founded in 1970, SagePoint Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. My affiliation with the firm empowers me to put your interests first with objective, carefully considered offerings - with no obligation to promote any particular investment. SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the country.

See Disclosures

General Information

Firm Start Year
  • 1970
No. of Employees
  • 1000-1999
CRD#
  • 2621037
Firm CRD#
  • 318061
Insurance License#
  • 0D52623
Name of Custodial Firm
  • Pershing
States Licensed in
  • CA, NY, WA
Years of Experience in Financial Services
  • 24
Number of Years with Current Firm
  • 8
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 become an independent financial advisor with SagePoint Financial, where his 24 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
  • Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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®
Securities Licenses
  • Series 66, Series 63, Series 10, Series 9, Series 7
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Assets Managed by Firm
  • 45 Billion

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

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

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1888029/paladinregistry-financial-peak-detailed-disclosure

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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