Igor A. Zey, MSFS, CLU, ChFC, CFP, CAP, AEP, TEP, PhD Candidate
President and CEO
Mr. Zey is a President and CEO of Zey Financial Group. Since 1982, Mr. Zey has been working with CPA and law firms, offering comprehensive financial planning services to their clients.
Mr. Zey's practice consists primarily of estate and charitable planning, wealth transfer and business uses of life and disability insurance, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning, retirement planning, expert witness services, and Insurance Premium Financing consulting.
Mr. Zey has been a frequent speaker on the subjects of 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. Topics include actuarial arbitrage in estate and charitable planning, asset protection planning, managing client relationships and expectations, split-dollar, life settlements premium financing, life insurance issues, and divorce.
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
Mr. Zey has been involved with a wide range of professional affiliations, including a member of the Society of Trust and Estate Practitioners (STEP), National Association of Life Underwriters, West Los Angeles 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, Los Angeles County Bar Association (Taxation Chapter), 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.
He enjoys playing chess competitively, Krav Maga, and kickboxing.
Igor Zey is licensed to offer advisory services through TLG Advisors, Inc. and is licensed to offer securities in the state of CA, NV, AZ, and FL through The Leaders Group, LLC., Member FINRA/SIPC, 26 West Dry Creek Circle, Ste 800, Littleton, CO 80120 303-797-9080