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    • Doug Flynn, CFP®, ChFC®
    • Rich Zito, CFP®, CMFC®
    • Ryan Haiss, CFP®
    • Steve Aberman
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    • Tina Malliet, FPQP™
    • Mitchell Bermudez
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    • Robert “Trip” McLane
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Creating a Plan for

Financial Freedom

Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs

Proven

Investment Experience

With decades of portfolio management experience, we have the insight for your future

World Class

Wealth Management

Planning for growth and the unexpected for a work optional lifestyle

Flynn Zito Capital Management, LLC

Many people know Doug Flynn and Rich Zito as one of the most well-respected investment management partnerships.  They might also know Doug from his regular TV appearances on various financial programs.  And anyone who has ever worked with Rich knows him as a determined, committed professional who constantly goes above and beyond to make a positive impact on the lives of others.

One thing's for sure: people who know Doug and Rich know they are two of the hardest-working professionals around - and that's enough for them.  They've earned a reputation that reflects the high standards they have for themselves, their families and the people they serve.  They are compassionate, caring wealth preservation specialists who help clients pursue their individual investment objectives by offering objective financial advice.

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About Us

If you need guidance on investments and financial planning set your sights high. Experience a higher standard of excellence in wealth management.

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How We Work

The prospect of building wealth through successful investing has never held more appeal.

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Who Holds My Assets?

Independent financial guidance and investment advice.

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Watching Wall Street's crazy volatility, and huge jobless claims numbers. Doug Flynn, CFP on Newsmax

With all of the extreme volatility in the market, when is a good time to add to your portfolio? "Be strategic and not reactive," says Doug Flynn, CFP. Also, how do we digest all the large jobless claims numbers coming? Doug weighs in during this interview on National Report with Emma Rechenberg on Newsmax TV. 

 

Click here to see our TV Appearances

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Comprehensive Portfolio Management

Our comprehensive portfolio management service encompasses asset management as well as providing financial planning/financial consulting to clients.

 

Asset Management

We emphasize continuous and regular account supervision.  As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, ETFs, options, mutual funds and other public investments.  

 

Pension Consulting

We provide pension consulting services to employer plan sponsors on a one-time or ongoing basis. 

 

Employer Sponsored Retirement Plan Participant (ESRPP) Account Consulting

We provide consulting services to participants in employer sponsored retirement plans.

 

Financial Planning and Consulting

We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client’s current situation, goals, and objectives.

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Your Team

Learn more about our amazing team of professionals.

Team members

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Doug Flynn, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Financial Consultant (ChFC®)

Bio
Photo of team member

Rich Zito, CFP®, CMFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)

Bio
Photo of team member

Ryan Haiss, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Trade Desk Operations Manager

Bio
Photo of team member

Steve Aberman

Wealth Manager

Bio
Photo of team member

Anne Lambert

Wealth Advisor

Bio
Photo of team member

Derrick Stubblefield

Director of Administration

Bio
Photo of team member

Tina Malliet, FPQP™

Operations Administrator
Financial Paraplanner Qualified Professional

Bio
Photo of team member

Mitchell Bermudez

Trade Desk Operations Associate

Bio
Photo of team member

Caroline Maino

Operations, Insurance Associate

Bio
Photo of team member

Robert “Trip” McLane

Trade Desk Operations Associate

Bio
Photo of team member

Emilee Werries

Administrative Assistant

Bio
Photo of team member

Cara Durand

Administrative Assistant

Bio
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Flynn Zito Capital Management, LLC

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered though Flynn Zito Capital Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, NC, NH, NJ, NY, PA, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: CA, CO, CT, DE, FL, GA, HI, IA, MA, NV, NH, NJ, NY, NC, PA, TX, VT, VA, WA. Additional states available upon request.

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