Ira Zito

Woodland Hills, CA

Verified Identity

President, Financial Planner at

Financial Peak

Years of Experience

35 years

Member Since

2023

Allow Me to Introduce Myself

Ira began his financial career in 1989 as an accountant and auditor, analyzing the financial statements of corporations both large and small, He provided solutions to lower taxes, reduce expenses, increase income, and stay compliant with corporate policy and procedures. In 1997, he decided it was ti...

Clientele

Retirees

Business Owners

Doctors

Surviving Spouses

High Net Worth Individuals

Inheritors

Nurses

Services Provided

Investment Management

Business Retirement Solutions

Tax Planning

Financial Planning

Specialties and Expertise

Portfolio Construction

Tax Minimization Inv...

Retirement Income

Business Ownership Strategies

Credentials and Designations

ChFC®

Chartered Financial Consultant®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat FeeAUM

Education

State University of New York at Oneonta

Bachelor of Science Business Economics and Accounting (Dual Major)

Obtained in 1990

Disclosures and Proof of License

SEC Profile

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