Ira  Zito,  CFP<sup>&reg;</sup> - Financial Advisor

Ira Zito, CFP®

MBA,

Wealth Manager

SagePoint Financial

5715 Grey Rock Road
Agoura Hills, CA 91301
FINANCIAL ADVISOR'S WEBSITE
(818) 639-9278 CONNECT WITH Ira
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General

Ira Zito is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SagePoint Financial in Agoura Hills, CA and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ Professional I help those who are ill-equipped to deal with important issues like achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family finances, making sure the children or grand-kids get an education and building a legacy. Most people who seek my help initially feel frustrated, worried and uncertain where to turn. They have no idea how to get from where they are today to where they want to be in the future. However, after going through my proprietary wealth advisor process these folks found the answers they were looking for. I provided them with personalized financial solutions that took into account all aspects of their financial life and offered guidance, clarity of thought, and the expertise to help them gain confidence in a more secure financial future. If you feel the same or would like to learn more, then you owe it to yourself to reach out to Ira and schedule a complementary consultation so that you too can start to spend less time worrying about reaching the mountaintop and more time enjoying the view.

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Financial Advisor Experience

Twenty-two years of experience as a financial advisor and six years accounting experience. I have worked with some of the most well-known organizations in the financial industry and managed financial practices as large as 800 million in assets for 400 individual investors and small business owners. In 2013 I moved from Wall Street to Main Street in order to develop a private financial planning practice that helps create positive change for seniors, young families and small business owners. I am currently an independent financial planner who enjoys utilizing financial planning strategies to help people accomplish their lifelong goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, WA
  • Health/disability insurance: CA, WA
  • Fixed annuities: CA, WA
  • Variable annuities: CA, WA

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC. SagePoint Financial, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources