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Associate Vice President, Wealth Manager

Ira Zito, CFP®, ChFC®

About Ira

Ira simplifies complex financial decisions for corporate executives, business owners, and pre-retirees. With over three decades of experience, he translates challenges around equity compensation, tax mitigation, and business transitions into coordinated plans that support his clients' current lifestyles and long-term goals. Driven by a passion to help families thrive, Ira previously founded Financial Peak, an independent advisory firm that provided personalized guidance across retirement, taxes, and estate planning. He applies an investment approach backed by decades of academic research and financial science to clarify situations and prioritize goals. By offering discipline and perspective, he helps clients stay the course toward a more secure future. Ira holds a MBA from Long Island University, a BS in Business Economics and Accounting, and is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant®. A member of the Financial Planning Association, Ira remains deeply engaged in the evolving landscape of wealth management. When he is not working, you can usually find him staying active outdoors and enjoying quality time with his wife and two young children.

FAQs

  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Connect with Ira Zito, CFP®, ChFC®