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    • Rich Zito, CFP®, CMFC®
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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 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.

Contact Us

 

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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Your money during soaring inflation and a slumping market with Doug Flynn, CFP on CNN

Portfolio strategies during a recession and investment opportunities in times of inflation. Rebalancing, technology stocks, I Bonds and more are discussed in this segment with Doug Flynn, CFP with Christine Romans and Laura Jarrett on CNN Early Start.

Click here to see our TV Appearances

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Any economic forecasts set forth may not develop as predicted. All company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. Prior to making any investment decision please consult your financial advisor regarding your specific situation.

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

Photo of team member

Doug Flynn, CFP®, ChFC®

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

Bio
Photo of team member

Rich Zito, CFP®, CMFC®

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

Bio
Photo of team member

Ryan Haiss, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

Bio
Photo of team member

Steve Aberman, ChFC®

Chartered Financial Consultant (ChFC®)

Bio
Photo of team member

Anne Lambert

Wealth Advisor

Bio
Photo of team member

Tina Malliet, FPQP®

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

Bio
Photo of team member

Derrick Stubblefield

Director of Administration

Bio
Photo of team member

Mitchell Bermudez

Trade Desk Operations Associate

Bio
Photo of team member

Robert “Trip” McLane

Trade Desk Operations Manager

Bio
Photo of team member

Peyton Flynn

Operations Associate

Bio
Photo of team member

Stefan Gollisz

Trade Desk Operations Associate

Bio
Photo of team member

Cole Flynn, APMA®

Accredited Portfolio Management Advisor℠ (APMA®)
Investment Strategy Operations Associate

Bio
Photo of team member

Maria Patino

Operations Associate

Bio
Photo of team member

Mary-Catherine Perryman

Marketing Associate

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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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management.

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, MA, ME, NC, NH, NJ, NY, PA, RI, SC, 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, DC, FL, GA, HI, IL, MA, MD, ME, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, WA, WV. Additional states available upon request.

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