Tel: 818-639-9278 30700 Russell Ranch Rd Suite 250 Westlake Village, CA 91362
About Ira Zito
Originally from Long Island, Ira put himself through college earning a Master of Business Administration from Long Island University, Bachelor of Science in Economics and Accounting from State University of New York at Oneonta and through the Specialized College education for Financial Planning mastered the courses to obtain the CERTIFIED FINANCIAL PLANNER Professional designation - CFP and the Chartered Financial Consultant - ChFC.
About Financial Peak
At Financial Peak, we specialize in the Personalized Multigenerational Wealth Management Plan (PMGW). Our approach involves utilizing a handful of high-level financial strategies, meticulously designed to work in harmony. This comprehensive planning enables our clients to maximize their wealth generation from the present through retirement.
Our goal is to assist you in achieving your ideal retirement lifestyle, free from financial worries. Through our advanced strategies, we focus on optimizing your wealth while minimizing your tax liabilities. This ensures that you can enjoy a secure and prosperous retirement, with peace of mind about your financial future.
Let us help you create a plan that supports you today and safeguards your tomorrow.
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 establish Financial Peak, LLC a Registered Investment Advisory firm. His extensive financial services experience helps maximize client's potential for meeting life goals.
Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference
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.
Preferred meeting methods
I provide a free initial consultation:
Yes
Financial Planning for Individuals
I use a hand full of high-level financial strategies that when they work together, they give my clients just like you the ability to generate as much wealth as they can now straight through retirement while saving the most amount of taxes so that they can live their ideal retirement lifestyle without having to worry about money.
Portfolio Management
Ira Zito believes in adding value by providing three major types of services:
(1)Portfolio construction, selecting a mix of assets that is suitable in light of your goals, time horizon, and tolerance for risk; employing broadly diversified, low-cost funds; locating assets in taxable and tax-advantaged accounts to maximize after-tax returns; and investing with a total-return, rather than an income-oriented, approach.
(2)Wealth management, including regularly rebalancing your portfolio to its target allocation and devising sound strategies for spending.
(3)Behavioral coaching, helping you to tune out the noise of the markets and adhere to a well-considered holistic financial plan.
Insurance Planning
We have access to a wide variety of insurance products including Long Term Care, Annuities, Disability, Permanent and Term Life. We have access to many well known highly rated insurance companies.
Retirement Planning
Whether approaching or in retirement our retirement planning services are guided by 23 years of helping folks develop a secure retirement. We design, build, and implement customized retirement plans that address healthcare costs, social security benefit maximization, Medicare, pension maximization, inflation, taxation, reliable lifetime income, and estate planning needs. We have access to Traditional IRA, Roth IRA, rollover IRA accounts, annuities, tax free municipal bonds, Mutual Funds, ETFs, REITs. In addition, we have access to retirement related insurance products like Long Term Care and Annuities.
Financial Planning for Businesses
Entrepreneurs are in the unique situation of managing both their business and personal life. We partner with you and your other professionals to help grow and protect your assets. Our small business strategies can help providing clarity of thought, efficiency of operations, increased revenue, protect assets, minimize taxes, and increase the overall value of your business.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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