Ira Zito, Financial Planner

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.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
09/01/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Business owners should consider a succession plan sooner rather than later.
09/01/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Have a kid heading off to college? Here are a few tips.
08/30/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

What did it take to become the richest man in Babylon?
08/28/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

If you'd like to participate in emerging markets, what are your options?
08/25/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
08/23/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
08/21/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
08/20/2026

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.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/18/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/16/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

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