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.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
06/02/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
05/31/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
05/29/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/26/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Do you know how missing the best and worst market days might affect your portfolio?
05/24/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

When was the last time you paid yourself first?
05/22/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

With great wealth comes even greater questions. Learn more in our article.
05/19/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/17/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
05/15/2026

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.

Stay ahead this year with this handy Personal Finance Calendar.
05/12/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

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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