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Ira Zito

SagePoint Financial

5850 Canoga Avenue
Suite 400

Woodland Hills, CA 91367

818-639-9278

We Share Your Vision

About SagePoint Financial

As a financial advisor, I play a role in your life's most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation. I do not take your trust lightly and strive to earn it every day. 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 affiliated with SagePoint Financial, an independent wealth management firm that provides me with back office, technology, regulatory and operational support. Founded in 1970, SagePoint Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. My affiliation with the firm empowers me to put your interests first with objective, carefully considered offerings - with no obligation to promote any particular investment. SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the country.

General Information

Firm Start Year

1970

No.of Employees

1000-1999

CRD#

2621037

Firm CRD#

2621037

Insurance License#

0D52623

Name of Broker/Dealer

SagePoint Financial

Name of Custodial Firm

Pershing

States Licensed in

CA, NY, WA

Years of Experience in Financial Services

23

Number of Years with Current Firm

7

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, Portfolio Management, Insurance Planning

Services

Investment Types

Commodities, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Video Conference, At your office, At your home, At my office, Via Phone

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 7, Series 9, Series 10, Series 63, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm

45 Billion

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Additional Details on Charges

Initial consultation is complementary. Fees are dependent on wealth management services selected and are fully transparent.

Education

Master of Business Administration - Finance

Long Island University
09/15/1994 - 05/12/1996

Disclosures

https://www.sagepointfinancial.com/for-clients