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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Consolidated Consultants 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,...
MCS Associates  --  Experts & Consultants In Banking, Financial Services, Real Estate & Insurance 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,...
Thomas G. Taliaferro, CIMA®, AIF® (Securities Expert Witness) 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...
Douglas E. Johnston, Jr. (Five Management, LLC) 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...
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC) 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...
Market Consulting Corporation 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,...
Alan D. Westheimer (Alan D. Westheimer, CPA/CFF, CFE) 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...
Hayden Burrus (HB Actuarial Services, Inc.) 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...
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA 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....
Barbara C Luna (White, Zuckerman, Warsavsky, Luna & Hunt) 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...
Shelley L Boyce, CFP®, AIF® (Financial Planning Solutions, Inc.) 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...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, MAFF, CFD, ABAR 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,...