About Ira
Ira began his financial career in 1989 as an accountant and auditor, analyzing the financial statements of corporations both large and small, He provided solutions to lower taxes, reduce expenses, increase income, and stay compliant with corporate policy and procedures. In 1997, he decided it was ti...
Areas of focus
Credentials & background
Designations
ChFCCFP
Licenses
Series 66Series 63Series 9Series 10SIESeries 7
Education
Bachelor of Science Business Economics and Accounting (Dual Major) State University of New York at Oneonta (1990)
Clients served
RetireesBusiness OwnersDoctorsSurviving SpousesHigh Net Worth IndividualsInheritorsNurses
Registered in
California
Regulatory
The firm
Financial Peak LLC