AeroLeads people directory · profile
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep Email & Phone Number
Adjunct Faculty of Financial Planning
at
California Lutheran University
1 work email found
@zeyinsurance.com
2 phones found area 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Adjunct Faculty of Financial Planning
Location
Los Angeles, California, United States
Who is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep is listed as Adjunct Faculty of Financial Planning at California Lutheran University, based in Los Angeles, California, United States. AeroLeads shows a work email signal at zeyinsurance.com, phone signal with area code 310, and a matched LinkedIn profile for Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep.
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep previously worked as Managing Partner at Pfr Advisors and President and CEO at Professional Financial Resources, Inc. Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep holds Ba, Slavic Languages, Literatures, And Linguistics, General from Ucla.
Company email context
Email format at California Lutheran University
This section adds company-level context without repeating Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's masked contact details.
{first}@zeyinsurance.com
86% confidence
AeroLeads found 1 current-domain work email signal for Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep. Compare company email patterns before reaching out.
Profile bio
About Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep
I am a frequent speaker on the subjects of international, preimmigration tax planning, financial, charitable, and estate tax planning, 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 both in the US and Internationally.As an experienced family law and complex financial matters expert witness and financial matters planning expert, I am happy to join a team of professionals to add my extensive relationships within the family law attorney community and exceptional insight into the benefits and merits of the financial and insurance planning in full congruency with the traditional tax and accounting services. I have also testified in courts on numerous financial issues related to imputed interest calculation on assets available for support, retirement plan analysis in divorce, the standard of care in life insurance related litigation, trustee and insurance company's misconduct, etc. 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
Listed skills include Asset Protection, Estate Planning, Executive Pay, Retirement Planning, and 45 others.
Current workplace
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep work experience
A career timeline built from the work history available for this profile.
Adjunct Faculty Of Financial Planning
CurrentI am very privileged to have been invited to develop and teach a Business Ethics Course for the MBA in Financial Planning Program
Jan 2019 - Present
Managing Partner
CurrentPFR Advisors practice consists primarily of comprehensive Financial Planning, incorporating Estate Tax and Charitable planning, wealth transfer, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning, retirement planning, expert witness services, income and interest calculation for support in the context of Family.
Jan 1996 - Present
President And Ceo
Current
Professional Financial Resources, Inc
Working with CPA and law firms, offering EXPERT WITNESS SERVICES to their clients in the context of divorce. Expert Witness Testimony, Valuation of assets in divorce, Litigation Support.
Jan 1996 - Present
Partner
Srg, Llp
SRG focuses on four key practice areas of accounting: tax planning & strategies, tax compliance & controversy, audits & assurance, and management & business consulting, with a specialty in business management. My 36 years of expertise in insurance, financial planning, and forensic financial planning brings unique congruence and seamless integration of.
Aug 2018 - Dec 2019
Managing Partner
Wzwl&H Advisors, Llc (White, Zucherman, Warsavsky, Luna & Hunt)
Mar 2011 - Aug 2016
Life Insurance/Financial Advisor/Managing Parner Producer Group
Equitable/Axa
Jun 1982 - Sep 2007
6 education records
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep education
Ba, Slavic Languages, Literatures, And Linguistics, General
Ucla
Msfs (Master Of Science In Financial Services), Financial Services
The American College Of Financial Services
Phd Candidate, Financial & Retirement Planning, Behavioral Finance
The American College Of Financial Services
Biology, Pre-Med
Universitatea „Univers-Moldova”
Slavic Languages, Literatures
Ucla
Ph.D. Candidate, Public Policy And Behavior Finance
Union Institute & University
FAQ
Frequently asked questions about Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep
Quick answers generated from the profile data available on this page.
What company does Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep work for?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep works for California Lutheran University.
What is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's role at California Lutheran University?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep is listed as Adjunct Faculty of Financial Planning at California Lutheran University.
What is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's email address?
AeroLeads has found 1 work email signal at @zeyinsurance.com for Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep at California Lutheran University.
What is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep at California Lutheran University.
Where is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep based?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep is based in Los Angeles, California, United States while working with California Lutheran University.
What companies has Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep worked for?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep has worked for California Lutheran University, Pfr Advisors, Professional Financial Resources, Inc, Srg, Llp, and Wzwl&H Advisors, Llc (White, Zucherman, Warsavsky, Luna & Hunt).
How can I contact Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep?
You can use AeroLeads to view verified contact signals for Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep at California Lutheran University, including work email, phone, and LinkedIn data when available.
What schools did Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep attend?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep holds Ba, Slavic Languages, Literatures, And Linguistics, General from Ucla.
What skills is Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep known for?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep is listed with skills including Asset Protection, Estate Planning, Executive Pay, Retirement Planning, Disability Insurance, Insurance, Retirement, and Estate Tax Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial