Expert Witness and Consulting Services

We are a forensic financial planning firm established in 1997 that provides expert witness and consulting services to attorneys in family, trusts and estates and business dispute cases on numerous financial issues related to:

  • imputed interest calculation on assets available for support,
  • retirement plan analysis in divorce
  • financial and tax planning
  • life insurance ownership issues in corporate and trustee settings
  • standard of care issues in the investment and insurance communities



Igor A. Zey, MSFS, CFP®, CLU®, ChFC®, CAP®, AEP®

offers 39 years of financial planning/insurance expertise and a vast court testimony experience.


For a free consultation, please contact Igor at:

213-503-3404 or

15490 Ventura Blvd., Suite 220
Sherman Oaks, CA 91403