Igor A. Zey

Partner, MSFS, CFP®

Igor has more than 36 years of experience in the areas of financial, charitable, and estate tax planning, both in general and in the context of marital dissolutions. He has extensive knowledge of ESOPs, executive compensation planning, disability, life insurance planning, and asset protection planning.

Igor has vast experience as an expert witness in family law and complex financial matters. He has extensive relationships within the family law community and exceptional insight into the benefits and merits of financial and insurance planning in full congruency with the traditional tax and accounting services.

His expertise as a Forensic Financial Planner is unique and is a valuable asset to the firm’s team.  Unlike forensic accountants, Forensic Financial Planners have the requisite expertise to testify on imputed interest calculation on assets available for support, retirement and financial planning in the context of divorce, and life insurance and annuity valuation, and ownership issues in corporate and trusteed settings. Igor has testified as a financial expert more than 60 times throughout California, both in courts and via written declarations.

Education

PhD Candidate in Financial & Retirement Planning, Dissertation pending – currently pursuing at The American College of Financial Services, Bryn Mawr, PA

Master of Science in Financial Services (MSFS) – The American College of Financial Services, Bryn Mawr, PA

Bachelor of Arts in Russian Literature and Linguistics – UCLA

Additional Affiliations and Designations

Igor is a member of the Society of Trust and Estate Practitioners (STEP), National Association of Life Underwriters, Beverly Hills Bar Association, Los Angeles County Bar Association (Taxation Chapter), National Association of Estate Planners and Councils, American Institute of Public Accountants, and the California Society of Certified Public Accountants. He is also an Adjunct Professor of Financial Planning at California Lutheran University School of Management.

Igor currently holds FINRA licenses 6, 7, 63, 65 (grandfathered), and 24.


DISCLAIMER: Igor A. Zey provides financial planning, disability and life insurance, and securities under separately owned corporations not affiliated with SRG, LLP. SRG, LLP nor Igor A. Zey are not soliciting any financial planning, life or disability products on behalf of SRG, LLP.