Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep Email and Phone Number
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep work email
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Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep personal email
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Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep phone numbers
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
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Adjunct Faculty Of Financial PlanningCalifornia Lutheran UniversityLos Angeles, Ca, Us
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Adjunct Faculty Of Financial PlanningCalifornia Lutheran University Jan 2019 - PresentThousand Oaks, Ca, UsI am very privileged to have been invited to develop and teach a Business Ethics Course for the MBA in Financial Planning Program
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Managing PartnerPfr Advisors Jan 1996 - PresentSherman Oaks, Ca, UsPFR 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 Law, etc.Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 575, Littleton, CO 80120 (303) 797-9080 .. -
President And CeoProfessional Financial Resources, Inc Jan 1996 - PresentWorking 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.
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PartnerSrg, Llp Aug 2018 - Dec 2019SRG 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 comprehensive insurance and financial planning advice into traditional accounting practice.
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Managing PartnerWzwl&H Advisors, Llc (White, Zucherman, Warsavsky, Luna & Hunt) Mar 2011 - Aug 2016
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Life Insurance/Financial Advisor/Managing Parner Producer GroupEquitable/Axa Jun 1982 - Sep 2007
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep Skills
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep Education Details
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UclaGeneral -
The American College Of Financial ServicesFinancial Services
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The American College Of Financial ServicesBehavioral Finance
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Universitatea „Univers-Moldova”Pre-Med
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UclaLiteratures
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Union Institute & UniversityPublic Policy And Behavior Finance
Frequently Asked Questions about Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep
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 the current company?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's current role is Adjunct Faculty of Financial Planning.
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Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep's email address is ig****@****nce.com
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What schools did Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep attend?
Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep attended Ucla, The American College Of Financial Services, The American College Of Financial Services, Universitatea „univers-Moldova”, Ucla, Union Institute & University.
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Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep has interest in Sociology, Kickboxing, Krav Maga (Kosher Karate), Anthropology, Politics, Education, Chess, Economics, Science And Technology, Israel.
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Igor Zey, Phd (C), Msfs, Cfp,Clu,Chfc,Cap,Aep has skills like Asset Protection, Estate Planning, Executive Pay, Retirement Planning, Disability Insurance, Insurance, Retirement, Estate Tax Planning, Finance, Wealth, Life Insurance, Llc.
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