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

List Your Qualifications by Clicking Here

James A Seale (Seale & Associates, Inc.)
Location: Virginia
Areas of Expertise: Mr. James Seale built a highly successful investment banking firm with a combination of hard work and knowing how to win. He has more than 25 years of experience in investment banking and expert witness...
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,...
Market Consulting Corporation
Location: 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,...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR
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,...
Hayden Burrus (HB Actuarial Services, Inc.)
Location: Florida
Areas of Expertise: Hayden Burrus, FCAS, MAAA is an accomplished casualty actuary with decades of leadership experience in the insurance industry. Former President of Casualty Actuaries of the Southeast, Chief Actuary of...
Shelley L Boyce, CFP®, AIF® (Financial Planning Solutions, Inc.)
Location: California
Areas of Expertise: With over thirty 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...
Kirsten Turkington, NP (Turkington Medical)
Location: Arizona
Areas of Expertise: Dr. Turkington is a clinician, educator and advocate. She is a Certified Nurse Life Care Planner, Family Nurse Practitioner, Health Consultant, and Advanced Forensic Nurse with more than 20 years of active...
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...
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...
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...
J. Daniel Mattei, CFA (Rockelis Partners)
Location: Puerto Rico
Areas of Expertise: Over $25 billion in transactional experience including advising the Government of Puerto Rico on the largest ever municipal debt restructuring in US history. Participated actively in pivotal matters of...
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...
Alan D. Westheimer (Alan D. Westheimer, CPA/CFF, CFE)
Location: Texas
Areas of Expertise: Alan D. Westheimer, CPA/CFF, CFE is a consulting practice focusing on litigation support services as well as practice management consulting for professional firms. Alan D. Westheimer has practiced public...
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...
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,...
Vahick Aram Yedgarian, Ph.D., MFE, MBA, CFP® (Regency Financial Group)
Location: Alaska
Areas of Expertise: Vahick Aram Yedgarian, Ph.D. (dba Regency Financial Group) is a fee-only Registered Investment Advisor (RIA) | Fiduciary Advisor | Certified Financial Planner (CFP®) | Asset Manager | Investment Manager...
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....