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.

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Expert Witnesses

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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 federal tax services, and practice management consulting for professional firms. Alan Westheimer...

Kathy D. VanNoy Pineda (KVP Compliance Consulting LLC)

Location: California
Areas of Expertise: Kathy VanNoy Pineda provides expert witness services specific to Broker Dealer compliance and standards, registered representative and investment advisor behavior, financial investments and products, and...

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,...

James A. DiGabriele (DiGabriele, McNulty, Campanella & Co., LLC)

Location: New Jersey
Areas of Expertise: Dr. 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...

J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, 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,...

Doug Minor (Easy Credit Relief Inc.)

Location: California
Areas of Expertise: I started reviewing credit reports and finanacial profiles of individuals in 1986. I have been quoted for interviews appearing in FoxBusiness.com and Yahoo Finance as well as appearing on the CBS channel...

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....

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...

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...

Kerry G Campbell, CFA®, CFP® (Kerry Campbell LLC)

Location: New York
Areas of Expertise: Mr. Campbell has a broad and deep background in various dimensions of financial services, portfolio construction, investment management and risk management. He has worked as a Managing Director in investment...

James M Greenspan (Greenspan & Associates, Inc.)

Location: California
Areas of Expertise: Graduated from the University of Pennsylvania with a B.A. in Mathematics and also a B.S. in Economics (Actuarial Science) from the Wharton School. Assisted thousands of clients with the administration...

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,...

Shelley L Boyce, CFP®, AIF® (Financial Planning Solutions, Inc.)

Location: California
Areas of Expertise: With over twenty-five years of experience in the insurance industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support to evaluate possible...

Research & Planning Consultants, LP

Location: Texas
Areas of Expertise: RPC assists attorneys in Personal Injury, Commercial and Healthcare litigation, with economic damages, from loss of profits or earnings to contract disputes, state and federal anti-trust disputes, and...

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,...

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...

Charles Porten, CFA

Location: Connecticut
Areas of Expertise: Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage...