Expert Witnesses & Forensic Consultants Directory
Financial Planning
Financial planning expert witnesses provide opinions on claims of negligent advice, fee inflation, failing to disclose key risk factors and self dealing. The financial planning experts profiled in this directory may also provide forensic investigations and testify on issues of reverse churning, misrepresentation, overcharging for financial planning services, breach of contract, fraud and failures to offer diversified and/or defensive investments. These financial experts may also opine on issues involving retirement plans (eg: 401(k)s, IRAs) and the Employee Retirement Income Security Act (ERISA) or the 1933 Act and other financial planning litigation matters.- United States
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About 6 results (0.08 seconds)
Expert Witness Referrals to Medical, Technical & Scientific Professionals
Expert Witness referrals United States and Internationally. This is a free referral to attorneys, barristers and insurance companies. View full CVs of experts on-line.
Chula Vista, CA
Financial Planning
Certified Financial Planner and Accredited Investment Fiduciary, 30+ yr. in insurance industry managing assets, provides expert opinions on securities, elder financial abuse, investment suitability, annuities, disability and life insurance, fiduciary duty [Non-public Profile Id 58273]
Carlsbad, CA
Areas of Expertise:
Financial Planning
Limited public information. For more, contact us.
Mason A. Dinehart III, RFC
For 53 years, expert in securities, insurance and annuities. FINRA Arbitrator excelling in standard of care, due diligence, supervision, investment banking and retirement financial planning. Securities Expert Witness for the CA State Bar.
San Ramon, CA
Jim Reardon, JD, CFP — Legacy Financial Strategies LLC
Securities expert, attorney and financial planning and investment advisor, serves as an expert witness in matters of securities and investments, prudent investment management, financial planning, life insurance, annuities, fiduciary and compliance issues
Topeka, KS
Brad Smith CPA, ABV, CVA
Certified Public Accountant and Valuation Analyst, holds Series 7 and 66 securities licenses, with specific expertise in taxation issues, experienced in financial planning, income and estate tax planning, IRS representation.
Thompson Station, TN
Areas of Expertise:
Accounting & Auditing
Tel: (615) 794-8881
Limited public information. For more, contact us.
Alan J. Besnoff, CFP, ChFC, CLU
Alan J. Besnoff, CFP, CLU, ChFC provides litigation consulting services and expert testimony in: Securities, Life Insurance and Annuities, Supervisory Standards, FINRA Rules, and CFP Standards in customer disputes, and U-5 Defamation intra ind issues.
Fremont, NH