Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Irwin Zagoria

(561) 368-2336

Irwin Zagoria

Irwin Zagoria is the President of IMZ Financial Services Inc. He brings more than 20 years of qualified retirement plan design experience along with his experience serving individuals and families on their personal investment accounts. Businesses, entrepreneurs, their employees, and individuals have enjoyed significant tax saving benefits as a result of Irwin’s solutions for retirement, estate, and tax planning.

Considered one of the top financial professionals in the industry, Irwin frequently serves as a guest speaker on qualified retirement design solutions. He also speaks regularly at regional CPA continuing education classes on tax law changes relating to qualified retirement programs. He is a member of The American Society of Pension Professionals & Actuaries, and has received numerous awards and honors within the financial services industry. Irwin has been a member of the insurance industry’s "Million Dollar Round Table" and its prestigious "Top of the Table".

Throughout his career, Irwin has established professional relationships with some of the largest third party trust companies, most prestigious national accounting firms, and estate planning firms throughout the region.  And, as the originator of The Strategic Benefits Advisor ™, Irwin has established a trademarked and unique financial services approach designed to create strategically aligned benefit programs for business owners and their employees.

A graduate of the University of Miami with a Bachelor’s degree in Accounting, Irwin has lived in South Florida since 1975. He is married with two daughters. When not working, Irwin loves to experience the outdoors, taking pictures wherever he goes. He also enjoys riding his Harley Davidson for fun and charity.

Irwin Zagoria is an investment advisory associate of Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm.