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Westlake Village, CA 91362
818-639-9278
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About Financial Peak
At Financial Peak, we specialize in the Personalized Multigenerational Wealth Management Plan (PMGW). Our approach involves utilizing a handful of high-level financial strategies, meticulously designed to work in harmony. This comprehensive planning enables our clients to maximize their wealth generation from the present through retirement.
Our goal is to assist you in achieving your ideal retirement lifestyle, free from financial worries. Through our advanced strategies, we focus on optimizing your wealth while minimizing your tax liabilities. This ensures that you can enjoy a secure and prosperous retirement, with peace of mind about your financial future.
Let us help you create a plan that supports you today and safeguards your tomorrow.
See Disclosures
General Information
Firm Start Year
2021
No. of Employees
1
automated call
Yes
CRD#
2621037
Firm CRD#
318061
Insurance License#
0D52623
Name of Custodial Firm
Charles Schwab
States Licensed in
CA
Years of Experience in Financial Services
34
Number of Years with Current Firm
3
Work Experience
Ira began his financial career in 1989 as an accountant and auditor, analyzing the financial statements of corporations both large and small, providing solutions to lower taxes, reduce expenses, increase income, comply with corporate policy and procedures. In 1997, he decided it was time to do what he really wanted, which is to help families achieve their lifelong financial goals. Since transitioning from accounting to financial planning, Ira has worked with some of the most prestigious financial firms in the industry. These experiences led him to establish Financial Peak, LLC a Registered Investment Advisory firm. His extensive financial services experience helps maximize client's potential for meeting life goals.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Services
Investment Types
Insurance, Annuities, Stocks, Bonds, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
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®, ChFC®
Insurance and Annuity Licenses
Health, Annuity, Life, Variable Annuity, Disability, Variable Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets, Flat Fee
Additional Details on Charges
Initial consultation is complementary. Fees are dependent on wealth management services selected and are fully transparent.
Education
Associate in Science - Business
State University of New York
09/15/1986 -08/25/1988
Bachelor of Science - Economics and Accounting
State University of New York
01/01/1988 -12/15/1989
Master of Business Administration - Finance
Long Island University
09/15/1994 -05/12/1996
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1888029/retirementplanning-Financial-Peak-detailed-disclosure.html