Financial Planning Expert Witnesses
Business, Financial & Marketing Expert Witness Listings
Expert witnesses who are available to consult and testify regarding financial planning may be found by clicking one of these categories. The consultants found here may give opinions on financial tools, investments, and retirement planning. They may provide reports on risk management, financial audits, and financial projections. These experts may also give expert witness testimony concerning debt, financial plans, and elder fraud, as well as other aspects of financial planning.
Location: California
Areas of Expertise: Extensive education, training and experience in positions which require knowledge of underwriting, duties and responsibilities of agents and brokers, law and claims adjusting, coverage disputes, customs and practices in the insurance industry, good...Location: Georgia
Areas of Expertise: Robert Dilmore has provided litigation support and expert witness testimony for 25 years in 39 states in arbitration, mediation, state automotive boards, various state courts and US Federal & bankruptcy courts. He has 17 years experience with General...Location: California
Areas of Expertise: MCS Associates is a national consulting group with a special focus on Expert Witness and Litigation Consulting in banking, insurance, financial services, securities, real estate, economic & damages analysis, and forensic accounting. The firm has...Location: New York
Areas of Expertise: With over 30 years experience in the financial services industry, I can expertly testify on all facets of branch supervision/compliance, product development and operations. I have over 24 years experience in branch management, including sales...Location: Ohio
Areas of Expertise: Mr. Hoffer,J.D. has been engaged in over 100 cases in approximately 30 States as an expert witness involving breaches of fiduciary duties in probate estates, trusts, guardianships, agency and custodian accounts. He has been a consultant to a...Location: California
Areas of Expertise: A highly successful financial executive with over 40 years experience in financial consulting, business management and public accounting. Vastly experienced with evaluating economic and industry trends for financial viability, growth potential and...Location: Colorado
Areas of Expertise: Lawrence is a graduate of the University of Denver School of Law and a licensed Colorado real estate broker and Realtor. His speciality for the past 35 years has be Promissory Notes and Cash-Flow Instruments nationally. He has valued, appraised,...Location: Texas
Areas of Expertise: RPC assists attorneys in Personal Injury, Commercial and Healthcare litigation, with economic damages and regulatory analysis, from loss of profits or earnings to contract disputes, business valuation, state and federal anti-trust disputes, and fraud...Locations: Multiple Locations
Areas of Expertise: Consolidated Consultants (CCc) continues to deliver high quality expert witness and medical expert witness referrals nationwide since 1995. CCc is the only referral service where you can view the full, redacted CV on-line prior to contacting us. Our...Location: Georgia
Areas of Expertise: EDWARD G. DETWILER & ASSOCIATES... provides appraisals of high value, high technology products and businesses, with expertise in the medical and other scientific markets. We offer professional expertise to manufacturers, hospitals, laboratories,...Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate & Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions, Disruption of Business & chief...Location: California
Areas of Expertise: Expert witness testimony in complex litigation involving business, real estate, personal injury, marital dissolution, liability issues, damage analysis of lost profits, unjust enrichment, reasonable royalties and lost earnings, valuations, and fraud...Location: Wisconsin
Areas of Expertise: Mr. McGinnis, CFA, has substantial experience as a investment advisor, portfolio manager and investment analyst. With over 25 years of practical investment experience and having been awarded the Chartered Financial Analyst designation over 20 years...Location: Georgia
Areas of Expertise: Danny F. Dukes and Associates, LLC is a forensic accounting firm that specializes in expert witness and litigation support services. We have investigated fraud and various financial transactions. We are extremely knowledgable in all aspects of laws...Location: Texas
Areas of Expertise: Alan D. Westheimer, CPA/CFF, CFE is a consulting practice focusing on litigation support services, as well as federal tax services, and practice management consulting for professional firms. Alan Westheimer has practiced public accounting for more...Location: Texas
Areas of Expertise: • 39+ yrs management for financial & mortgage institutions. • 35+ yrs lending with loan funding experience 10+ billion. • 18+ yrs President, CEO &/or Director. • Officer, CEO, Director &/or Owner of 10 businesses...Location: New Jersey
Areas of Expertise: Mr. DiGabriele is managing partner of DiGabriele, McNulty, Campanella & Co., LLC, Certified Public Accountants and Consultants. He has been actively engaged in the practice of public accounting for over 10 years and has practiced in the areas of...Location: Colorado
Areas of Expertise: Bill’s expertise involves fiduciary duties and responsibilities involved in investment management. His experience includes reports and testimony on behalf of trustees of private trusts (including bank trust departments), beneficiaries of private...Location: California
Areas of Expertise: Robert Trout is a financial economist with over 30 years of experience in providing economic, financial and statistical consulting services to clients. Dr. Trout has testified in federal and state courts and before federal and state regulatory...Location: New York
Areas of Expertise: R. Stephen Lynch is a nationally recognized expert in waste management and the development, analysis and financing of environmental facilities having participated in over $3 Billion of waste-to-energy, solar power, landfill, renewable energy, sewer/...Location: California
Areas of Expertise: Mr. Burgh is an expert in taxation, probate and trust administration and litigation, and estate planning. Mr. Burgh is a CPA, certified by the State Bar of California as a Taxation Law Specialist and a Professor of Law at Loyola Law School, teaching...Location: Texas
Areas of Expertise: Certified in Financial Forensics – selected by the U.S. Senate as its only investigative accountant for Whitewater. Reviewed documents related to the audit of Swiss banks for holocaust victims’ assets. Accounting Expert Witness since 1994....Locations: Multiple Locations
Areas of Expertise: Areas of expertise include Broker/Customer disputes--stocks and bonds; options, commodity futures and currency trading; derivatives including swaps; limited partnerships, hedge funds and managed futures, e.g., suitability, churning, unauthorized...Location: Colorado
Areas of Expertise: Peters and Associates LLC provides services in: - Forensic economics, antitrust, finance and statistics - Corporate / business practice - Investments in stocks, bonds, futures, options - Mutual, hedge and managed futures funds Extensive business...Location: Arizona
Areas of Expertise: David Zacharias, 66, has been a director of four banks, CEO of two banks, two mortgage companies and a software company specializing in construction lending. His experience includes credit/loan underwriting/analysis/approval, credit fraud, loan loss...Financial Planning Expert Witnesses by State
- Alabama,
- Alaska,
- Arizona,
- Arkansas,
- California,
- Colorado,
- Connecticut,
- Delaware,
- District of Columbia,
- Florida,
- Georgia,
- Hawaii,
- Idaho,
- Illinois,
- Indiana,
- Iowa,
- Kansas,
- Kentucky,
- Louisiana,
- Maine,
- Maryland,
- Massachusetts,
- Michigan,
- Minnesota,
- Mississippi,
- Missouri,
- Montana,
- Nebraska,
- Nevada,
- New Hampshire,
- New Jersey,
- New Mexico,
- New York,
- North Carolina,
- North Dakota,
- Ohio,
- Oklahoma,
- Oregon,
- Pennsylvania,
- Rhode Island,
- South Carolina,
- South Dakota,
- Tennessee,
- Texas,
- Utah,
- Vermont,
- Virginia,
- Washington,
- West Virginia,
- Wisconsin,
- Wyoming