Financial Peak
Financial Services • 
Los Angeles, California, United States • 1-10 Employees
Company overview
| Headquarters | 5850 Canoga Ave, 400, Woodland Hills, California 91304, US |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Income, Financial Planning, Tax Mitigation, Investment Management |
| Founded | 2021 |
| Employees | 1-10 |
Key Contact at Financial Peak
Ira Zito
President of Wealth Management
About Financial Peak
Dedicated to helping people achieve their financial goals by understanding their needs and objectives then designing a holistic financial plan that will help map out their financial future. Provides personalized advice and guidance throughout their financial journey to help overcome any unforeseen roadblocks. Builds an investment portfolio that works in conjunction with your financial plan to help provide with you with a secure financial future. Financial Planning and Investment management are just two facets of the comprehensive wealth management services we offer. Other services include: Estate Planning, Tax Optimization Strategies, Education Planning, Retirement Planning, Risk Management and Insurance Options, Quarterly Performance Reporting, Withdrawal Strategies, Cash Flow Analysis, Professional Referrals, Ongoing Investment Reviews.
Financial Peak revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Financial Peak has never raised funding before.
Korea, Republic of
Germany
United Kingdom
South AfricaFrequently asked questions
4.8
40,000 users
