Ira Zito- Financial Advisor Woodland Hills, CA

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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.

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General Information

Firm Start Year

1970

No. of Employees

1000-1999

Compliance

Qualifications & Membership

Firm Information

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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