Igor Zey, CFP®, MSFS

  • (818) 614-3141
  • izey@srgwealth.com

Igor Zey, CFP®, MSFS

Partner

Mr. Zey is the Managing Member of SRG Wealth, LLC

SRG Wealth, LLC provides comprehensive Financial and Estate Tax Planning for wealthy families and Executive Benefits and Buy-Sell planning for businesses, law and accounting firms.

More specifically, the scope of the advisory services includes comprehensive fee-based Financial Planning, Estate Tax and Charitable planning, asset protection planning, managing client’s financial expectations, executive benefits, life settlements and premium financing consulting and analysis, life insurance issues and planning in divorce, retirement income accumulation and distribution strategies, and wealth management.

Also, Igor provided Expert Witness service through hundreds of court testimonies and numerous trials on various financial issues related to imputed interest calculation on assets available for support, retirement plan analysis in divorce, financial planning, and standard of care issues in the investment and insurance communities.

Igor has been a frequent speaker on the subjects of financial, charitable, and estate tax planning in the context of marital dissolutions, ESOPs, executive compensation, disability and life insurance planning, and asset protection planning to various professional groups of attorneys, doctors, Certified Public Accountants (AICPA and California Society of CPAs), and insurance producers.

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

Professional Designations and Affiliations:

CFP® (Certified Financial Planner(TM)
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, the Los Angeles Chapter of the National Association of Insurance and Financial Advisors (where he served as director), Beverly Hills Bar Association, National Association of Estate Planners and Councils, and the California Society of Certified Public Accountants.

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

Securities and Investment Advisory Services offered through The Leaders Group, Inc., Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor   26 W. Dry Creek Cir., Ste. 800, Littleton, CO 80120, (303) 797-9080

He enjoys playing chess competitively, Philosophy, Krav Maga, and kickboxing.   

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