About Us > Our Team > Ira Zito

Ira ZitoIra Charles Zito, CFP®, shares 17 years of financial planning experience and 6 years of accounting experience. Ira attended the College of Financial Planning and completed the Certified Financial Planning and Certified Retirement Plan Specialist programs. In addition, he received his MBA degree in Finance at Long Island University and his Bachelor of Science degree in Economics and Accounting at the State University of NY in Oneonta. He has worked with many financial experts from some of the most prevalent financial firms in the industry like, Fidelity Investments, Charles Schwab, Morgan Stanley Smith Barney and Ameriprise. In addition, he has 6 years in corporate accounting experience analyzing the financial statements of both small and large organizations and providing solutions to lower taxes, reduce expenses and increase income.

He joined Financial Pointe to benefit from the wealth of intellectual knowledge and resources, act as a fiduciary and maintain independence in order to provide sound advise to his clients. He is a member of the Financial Planning Association and enjoys educating people in the area of personal finance so they can accumulate wealth, protect assets and transfer their estate with confidence. His strength is in the ability to explain personal finance in everyday language and providing comprehensive financial strategies.

Ira and his wife Ling have been together since 2005. They both moved to Los Angeles in the late 1990’s from New York and Indonesia and love raising their two children, Victoria and Alexander, here in the San Fernando and Conejo Valley area. Ira has competed in a number of triathlons, marathons and cycling competitions and was an Ironman competitor in 2004 with a finish time of 12 hours. Now he enjoys sharing his outdoor activity time with his family.

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