Who We Are
About IMZ Financial
IMZ Financial began as a retirement plan design firm, specializing in investments and insurance for businesses, business owners, and families. Over the past four decades, we’ve evolved alongside the ever-changing investment and insurance landscape. Our commitment to providing exceptional service led us to transitioning in 2014 to an advisory practice.
IMZ operates in a Fiduciary capacity, ensuring objectivity and transparency in our advice. This allows us to focus on your financial goals and craft personalized strategies that align seamlessly with your vision.
In 2021, we took a significant step forward by establishing our own Registered Investment Advisor (RIA) practice. Our goal is to provide a full service experience, while maintaining a boutique culture.
Our Vision
Our Approach to Financial Planning
At IMZ Financial, we believe in the true essence of financial advising. Our advisors are more than just professionals; they are partners who understand your financial journey. We are dedicated to guiding you in building and protecting your wealth, always acting with fiduciary responsibility. Our goal is to be your CFO, providing personalized solutions tailored to your specific needs and aspirations.
Our Team
Meet Our Team
Irwin Zagoria
President
Irwin Zagoria is the President of IMZ Financial Services Inc. Irwin started in the financial services industry in 1984. Since that time, Irwin has helped establish qualified retirement plans, insurance plans, and investment plans for both individuals and businesses. Irwin is a former member of the Million Dollar Round Table, and Forum 400 which are two financial industry associations. Irwin has resided in South Florida since 1975, He is married with three daughters. When not working, Irwin loves to experience the outdoors, taking pictures whenever he is travelling with his family.
Cory Davis
Vice President
Cory is the Vice President of IMZ Financial Services, Inc. Along with his experience in tax efficient planning, Cory designs strategies for wealth management, insurance planning, and can guide you through the complexities of retirement, business, and family planning.
As a Financial Professional, Cory enjoys the day to day activity of meeting new people. Over the years he has built relationships with credible CPAs and Estate Planners that can assist in putting together an appropriate strategy for you. Cory is a founding member of The Cornerstone Study Group, which is a group of Financial Advisers throughout the United States who share ideas and strategies to enhance our client’s planning experience.
Cory is a graduate and former football player of Florida Atlantic University, and currently resides in Fort Lauderdale, FL with his wife, Paige, and children Easton, Zoie and Violet. While not working, Cory enjoys training in Martial Arts. He is a second-degree black belt in Taekwondo, and a brown belt in Brazilian Jiu Jitsu.
Shellie Correa
Director of Operations
Shellie Correa is the CCO and COO of IMZ Financial Services, Inc. She has over seventeen years experience in the financial services industry.
For the last fifteen years, Shellie has made it her goal at IMZ to truly set the company apart in service, and commitment to clients. She strives to provide each client with the warmth and professionalism that they deserve while continuing to run operations.
Christian Russo
Portfolio Manager
Christian Russo is the Portfolio Manager for IMZ Financial Services, Inc. Prior to joining the firm in 2021, Christian worked as an Investment Analyst for a Boston based trust company where he worked alongside the Chief Investment Officer in the day-to-day oversight of 1,500+ client portfolios. As part of the investment team, Christian acted as a resource for the account managers and assisted them in carrying out their investment responsibilities.
Christian graduated from Bryant University in 2014 with a degree in Finance and Politics. While at Bryant, Christian was selected to participate in the university’s student-run investment program called the Archway Investment Fund. After less than a year in the program he was voted on by his peers to be the Chair of the executive committee and represented the fund at a number of important events.
While not working, Christian enjoys spending time with family and friends and is an avid golfer. Christian passed CFA level 1.