Mason A. Dinehart III, RFC
Areas of Expertise: Annuities
FEND, through Mason A. Dinehart III, RFC, brings unique talent and experience to the securities expert witness field (5 decades including branch manager for 3 firms). From a long-standing banking background in corporate finance, to underwriting and investment banking experience in financial brokerage, add to that a strong knowledge of modern portfolio theory through the teaching of hundreds of retirement financial planning seminars at the corporate level.
From this vantage point, FEND* provides a refreshing prospective in the securities testifying arena that combines comprehensive analysis with effective communication skills. These factors, along with serving as a FINRA arbitrator and representing both claimant's and respondent's (65%/35%), contribute to a near 90% case success ratio in the securities arbitration litigation fields.
Designated securities expert for the CA State Bar.
* Financial Education Network Development