Flynn Zito Capital Management, LLC

Many people know Flynn Zito Capital Management as one of the most well-respected investment management partnerships. They might also know Doug Flynn from his regular TV appearances on various financial programs. And anyone who has ever worked with Rich Zito, Ryan Haiss or Steve Aberman know them as determined, committed professionals who constantly go above and beyond to make a positive impact on the lives of others.

One thing's for sure: people who know the Flynn Zito team know they are one of the hardest-working team of 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.

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.

Retirement Plan Consulting

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

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

Doug Flynn, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Financial Consultant (ChFC®)
Partner and Co-Founder

Bio

Rich Zito, CFP®, CMFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)
Partner and Co-Founder

Bio

Ryan Haiss, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

Bio

Steve Aberman, ChFC®

Chartered Financial Consultant (ChFC®)

Bio

Anne Lambert

Wealth Advisor

Bio

Derrick Stubblefield

Director of Administration

Bio

Tina Malliet, FPQP®

Financial Paraplanner Qualified Professional℠ (FPQP®)
Operations Department Manager

Bio

Mitchell Bermudez

Trade Desk Operations Associate

Bio

Caroline Maino

Operations, Business Development Manager

Bio

Robert “Trip” McLane

Trade Desk Operations Manager

Bio

Cara Durand

Executive Assistant

Bio

Mary Jane McWilliams

Marketing Associate

Bio

Tiffany Butler

Administrative Assistant

Bio

Creating a Plan for

Financial Freedom

Pursuing Success by

Working Together

Learn More Today About

How We Help

Proven

Investment Experience

World Class

Wealth Management