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Financial Planning Expert Witnesses

Here are a few of our favorite Financial Planning Expert Witnesses:

Wisconsin Financial Planning Expert #30988

I have 30 years of experience, and specialize in the field of financial planning and trust with specific knowledge in the areas of fiduciary investment, trust administration, and utilization of outside investment advisors. I have broad experience in both the brokerage and trust and banking world of financial services in the context of financial planning.

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Arkansas Financial Planning, Regulation Expert #32103

I have 30 years of experience, and specialize in the field of economics with specific knowledge in the areas of government regulation, financial management and banking. I have testified on financial instruments, farm contract and divorce.

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Florida Financial Planning Expert #34285

I have 10 years of experience in the field of comprehensive financial planning, with specific knowledge in the areas of personal finance, investing, and estate planning. I have published on such topics as retirement plans for small businesses.

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Utah Financial Planning Expert #37365

I have 28 years of experience, and specialize in the field of business and personal financial planning with specific knowledge in the areas of executive benefits, qualified retirement plans and estate planning.

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Connecticut Financial Planning Expert #39767

I have 21 years of experience and specialize in the field of financial services, with specific knowledge of trading, investment management and retirement planning. I have published on such topics as the secrets to a successful retirement, asset class diversification and the Federal Reserve.

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Illinois Financial Planning Expert #41399

I have 32 years of experience and specialize in the field of financial services and insurance with specific knowledge in the areas of financial planning process and techniques, insurance products, and sales and marketing techniques. I have published on such topics as selecting the appropriate financial advisor, creative uses of life insurance for financial planning…

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New Hampshire Financial Planning Expert #51207

I have 30 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of securities, insurance and annuities.

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Minnesota Financial Planning Expert #51733

I have 40 years of experience and specialize in the field of financial services with specific knowledge in the areas of insurance, investments and financial planning.

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New York Financial Planning, Budgeting Expert #22350

I have 25 years of experience, and specialize in the field of media and entertainment with specific knowledge in the areas of finance, strategy and business development.

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Ohio Financial Planning Expert #27027

I have 35 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of credit, investments and retirement. I have published on such topics as retirement adequacy, investment choices and credit discrimination. I have testified on regressivity of cigarette tax. Former editor of a journal regarding financial counseling…

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Mississippi Financial Planning Expert #28206

I have 28 years of experience and specialize in the field of financial analysis, with specific knowledge of derivatives, credit default swaps and retirement planning. I have published on such topics as total return swaps and Treasury inflation protected securities (TIPS) and Social Security.

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