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.

You may limit your search for Financial Planning expert witnesses to a specific area by selecting a state from the drop down box.

Expert Witnesses

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Douglas E. Johnston, Jr. (Five Management, LLC)
Location: California
Areas of Expertise: Doug Johnston is an expert witness in banking & finance, with a focus on forensic dispute analysis and due diligence review. His career includes having served as a CEO, President and/or EVP in leading...
Shelley L Boyce, CFP®, AIF®, CPWA® (Financial Planning Solutions, Inc.)
Location: California
Areas of Expertise: With over thirty-five years of experience in the insurance and investment advisory industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support...
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
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....
MCS Associates  --  Experts & Consultants In Banking, Financial Services, Real Estate & Insurance
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,...
Maurice Lieberman, CLU, ChFC, RHU, LUTCF (Lieberman Financial Consulting)
Location: California
Areas of Expertise: Maurice Lieberman is an expert witness specializing in insurance litigation and disputes. He consults with attorneys and assists Council in trial preparation regarding issues of life insurance and annuity...
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC)
Location: New York
Areas of Expertise: Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial...
Consolidated Consultants
Location: 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,...
Barbara C Luna (White, Zuckerman, Warsavsky, Luna & Hunt)
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...
Thomas G. Taliaferro, CIMA®, AIF® (Securities Expert Witness)
Location: California
Areas of Expertise: A financial advisor and portfolio manager for more than thirty years working extensively with high net worth and ultra-high net worth investors. In addition to managing a branch complex of 55 financial...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A
Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate and Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions,...
Financial Planning FAQs

What is a financial planning expert witness?

A financial planning expert witness is a professional who provides expert opinions and testimony on topics such as investment management, estate planning, tax planning, risk management, and retirement planning.

What is the role of a financial planning expert witness?

The role of a financial planning expert witness is to provide expert testimony related to financial planning and investment management.

How much can a person make as a financial planning expert witness?

Financial planning expert witnesses can be compensated from $200 to $450 per hour or higher, with some circumstances calling for more. The amount is agreed upon by the expert and the retaining attorney.

What are the qualifications of a financial planning expert witness?

Supply chain expert witnesses should have in-depth knowledge of logistics, procurement, and operations management.

In legal proceedings, how is evidence gathered by a financial planning expert witness?

A financial planning expert witness gathers evidence through analyzing financial documents, conducting interviews, and providing expert opinions on financial matters relevant to the case.

In what type of cases might expert testimony be heard from a financial planning expert witness?

Expert testimony from a financial planning expert witness may be heard in cases involving investment fraud, breach of fiduciary duty, estate planning disputes, and other financial matters requiring specialized knowledge.