I

Ira Zito, MBA, CFP

(on burbank blvd fl3)
Financial Services in Woodland Hills, CA
Financial Services
Insurance

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

21900 Burbank Blvd, FL3
Woodland Hills, CA
91367

About

Ira Zito, MBA, CFP is an independent financial advisor with SagePoint Financial. Using an approach that is backed by academic research and financial science to help clarify financial situations, prioritize goals, and address concerns, Ira provides discipline, perspective, and guidance to help stay the course towards a secure financial future. He provides personalized financial advice related to retirement planning, investment management, insurance, social security, long term care and estate planning.

Photos

Ira Zito, MBA, CFP Photo Ira Zito, MBA, CFP Photo

Latest

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax IRAZITO.COM What Do Your Taxes Pay For?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read? IRAZITO.COM Understanding Marginal Income Tax Brackets
Worried about passing your wealth to a troubled adult child?There are strategies that can help. IRAZITO.COM When Heirs are Imperfect
Many have heard they should avoid probate; do you understand what probate is and how it works? IRAZITO.COM Problems with Probate
Even if you’re #young and single, you should still consider #protecting yourself with #insurance. IRAZITO.COM Insurance Needs Assessment: When You're Young and Single
If you don’t have an #estatestrategy, here’s some reasons why you should. IRAZITO.COM Why Everyone Needs an Estate Strategy
Three steps may make a difference if you find yourself suddenly single. IRAZITO.COM Suddenly Single: 3 Steps to Take Now
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? IRAZITO.COM Estate Management Checklist
Many have heard they should avoid probate; do you understand what probate is and how it works? IRAZITO.COM Problems with Probate
VIRTUALMOSAIC.COM Spectrum Reach News Virtual Mosaic
The savings rate is the government’s estimate of how much U.S. households are saving. IRAZITO.COM U.S. Personal Savings Rate
A sound Retirement plan takes into consideration these Six facts! AARP.ORG 6 Financial Decisions That Could Impact Your Retirement
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now. IRAZITO.COM Year-End Charitable Gifting and You
Thinking of volunteering in retirement? Some considerations. #Volunteering IRAZITO.COM Volunteering in Retirement
How will your investments weather the ups and downs of the business cycle? IRAZITO.COM The Business Cycle
There are four basic steps to calculating the value of an estate. IRAZITO.COM Four Steps to Valuing an Estate
CFP Credentials CERTIFICATES.CFP.NET certificates.cfp.net
A #specialneeds #trust can help care for a special needs child, even after you’re gone. IRAZITO.COM When Special Care Is Needed: The Special Needs Trust
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS IRAZITO.COM TIPS for Inflation
Here are eight mistakes to avoid when #saving #retirement. IRAZITO.COM Eight Mistakes That Can Upend Your Retirement
Ira Zito, Financial Planner updated their address.
The time is now to finish up your Estate Planning. HORSESMOUTH.COM 7 Estate Planning Things to do in the Time of Coronavirus
Surprises crop up every day, and they’re a great reason to work with us. IRAZITO.COM Surprises
A #homewarranty may make sense, but you need to set proper expectations. IRAZITO.COM Making Sense Of A Home Warranty
Even if you’re #young and single, you should still consider #protecting yourself with #insurance. IRAZITO.COM Insurance Needs Assessment: When You're Young and Single
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends. IRAZITO.COM Life and Death of a Twenty Dollar Bill
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease IRAZITO.COM Avoiding Cognitive Decline
When was the last time you paid yourself first? IRAZITO.COM Pay Yourself First
Long-term care: three words many people hope they'll never need. IRAZITO.COM Understanding Long-Term Care
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions. IRAZITO.COM Dog Bites Neighbor. Now What?
Ira Zito, Financial Planner now takes appointments on their Page.
Social host laws may make you responsible for underage drinking in your home, even if you are away. IRAZITO.COM Teen Drinking and Your Liability
Ira Zito, Financial Planner updated their info in the about section.
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement IRAZITO.COM How to Retire Early
Could you find acres of diamonds in your own backyard? Watch this video. IRAZITO.COM Acres of Diamonds
You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a “my Social Security” account is an important step toward protecting... IRAZITO.COM Why Open a “my Social Security” Account?
Considering crowdfunding? Take time to do the research first. #Crowdfunding IRAZITO.COM Crowdfunding—Capital for the 21st Century
Registration is now open for our educational webinar: Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income on March 23, 2021, 6:00 PM PST Key things we’ll cover during this webinar include: 1. 5 factors to consider when deciding to apply for benefits 2. When it makes sense to delay benefits—and when it does not 3. How to minimize taxes on Social Security benefits 5. How to coordinate Social Security with other income sources Register today and learn the critical information you need to know about claiming Social Security benefits. https://www.irazito.com/events
TUE, MAR 23 AT 6:00 PM PDT Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
A #homewarranty may make sense, but you need to set proper expectations. IRAZITO.COM Making Sense Of A Home Warranty
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now. IRAZITO.COM The Cost of Medical Care

Information

Company name
Ira Zito, MBA, CFP
Category
Financial Services

FAQs

  • What is the phone number for Ira Zito, MBA, CFP in Woodland Hills CA?
    You can reach them at: 818-639-9278. It’s best to call Ira Zito, MBA, CFP during business hours.
  • What is the address for Ira Zito, MBA, CFP on burbank blvd fl3 in Woodland Hills?
    Ira Zito, MBA, CFP is located at this address: 21900 Burbank Blvd, FL3 Woodland Hills, CA 91367.
  • What are Ira Zito, MBA, CFP(Woodland Hills, CA) store hours?
    Ira Zito, MBA, CFP store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.