Igor A. Zey

Partner, MSFS, CFP®

After a 25-year career with AXA/Equitable, one of largest Financial Services Firms in the world, Igor has developed a unique estate and corporate benefit planning practice PFR Advisors, LLC. Before joining SRG, his firm has generated hundreds of millions of tax savings for his clients, both in the estate tax and income tax areas. Igor holds numerous industry awards in the 36-year career as financial planning and insurance professional.

EDUCATION

Ph.D. 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

PROFESSIONAL DESIGNATIONS AND AFFILIATIONS:

CFP® (Certified Financial PlannerTM)
CLU® (Chartered Life Underwriter)
ChFC® (Chartered Financial Consultant)
CAP® (Chartered Advisor in Philanthropy)
AEP® (Accredited Estate Planner)
TEP (Trust & Estate Planner) – The Society of Trust and Estate Practitioners (STEP), London, United Kingdom

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