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.

You can help ensure that losing your wallet doesn't turn into something bigger.
09/08/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/06/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
09/04/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

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.

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