Ira Zito, Financial Planner

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Ira Zito, Financial Planner I help people connect their lifelong goals with their finances so they can stop worrying about reaching the mountain top and start enjoying the view.

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 the Founder and President of Financial Peak, LLC, a Registered Investment Advisory Wealth Management firm that provides sound financial advice and investment decisions. Financial Peak is a fiduciary and empowers me to put your interests first with objective, carefully considered offerings — with no obligation to promote any particular investment. Financial Peak has an alliance with Charles Schwab, one of the largest Custodians who provide us with trading, clearing, custody services and safeguarding of your investments. Envestnet is our investment fiduciary, they unify our wealth management process by, delivering flexibility, accuracy, performance, data analytics and value. Feel free to contact us at (818) 639-9278 for more about how Financial Peak can help you with your financial questions and concerns.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/16/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
10/13/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Do global and international mutual funds complement or conflict with each other?
10/11/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/09/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/06/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Surprises crop up every day, and they’re a great reason to work with us.
10/04/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Thinking about a prepaid debit card? Consider the pros and cons.
10/02/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

09/29/2026

Whether you realize it or not, you’ve allocated your assets.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
09/27/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Address

5850 Canoga Avenue, Ste 400
Woodland Hills, CA
91367

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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