wiseradvisor

Ira Zito, ChFC®, CFP®
SagePoint Financial

Tel: 818-639-9278
5850 Canoga Avenue
Suite 400
Woodland Hills, CA 91367

We Share Your Vision

SagePoint Financial | Financial Advisor in Woodland Hills ,CA

About SagePoint Financial

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.


General Information

Firm Start Year:   1970
No.of Employees:   1000-1999
Gender:   Male
Insurance License#:   0D52623
Name of Broker/Dealer:   SagePoint Financial
Name of Custodial Firm:   Pershing
States Licensed in:   CA, NY, WA
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.
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Money Management, Financial Advice & Consulting, 401K Rollovers, Retirement Planning, Portfolio Management, Wealth Management, Education Funding and Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Tax Advice and Services, Investment Advice & Management, Financial Planning for Businesses, Financial Planning for Individuals


Services

Investment Types:   Insurance, Annuities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Commodities, Alternative Investments, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Our Offices, Video Conference, At my office, At your home, At your office, Via Phone, Via Email


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity


Firm Information

Assets Managed by Firm:   45 Billion


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee, Based on Assets
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 - Farmingdale
09/15/1986-12/15/1987

Bachelor of Science - Economics and Accounting  State University of New York - Oneonta, NY
01/01/1988-12/15/1989

Master of Business Administration - Finance  Long Island University - C.W. Post Brookville, NY
09/15/1994-05/12/1996



Ira Zito

Ira Zito

ChFC®, CFP®

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. He is a member of the Financial Planning Association and the Financial Services Institute.

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My Services

Financial Planning for Individuals

Holistic Financial plans designed by Ira Zito CERTIFIED FINANCIAL PLANNER" Professional with 23 years of experience. His plans are initially developed with the collaboration of you and any other financial professional you may be working with. He will carefully analyze your specified situation and needs then designed a roadmap that will help you see the big picture and prepare for uncertainty. He will show you the impact your decisions will have on the future which can lead to smarter choices. He provides multiple recommendations and helps implement them. He will also monitor your progress and continue to provide you with clarity and confidence. He does this all by building a long-lasting partnership with you based on trust and the knowledge that he understands your goals and dreams.


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.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 1:00 PM

Communities Served

Serving the valley communities of Woodland Hill West Hills
Bell Canyon Canoga Park
Winnetka Northridge
Tarzana Calabasas
Hidden Hills Agoura Hills
Malibu Westlake Village
Thousand Oaks Newbury Park and Simi Valley.

Compensation Arrangements

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