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
Chartered Financial Consultant®
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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
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