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.

There are billions in unclaimed dollars in the US. Is some of that yours?
06/23/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for college doesn’t have to be as complicated as college itself.
06/21/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

How much is enough for your emergency fund?
06/19/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
06/16/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
06/14/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/12/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Three steps may make a difference if you find yourself suddenly single.
06/09/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
06/07/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

How literate are you when it comes to your finances? Brush up with these five basics.
06/05/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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