Financial Planning Experts
Search Related Disciplines:
Planning, Construction Financial Damages, Life Care Planning Present Value Cost Assessment, Financial Experts, Land Use Planning / Organization, Business Planning, Financial and Business Projections, Master Planning, Financial Investigations, Financial Law, Financial Analysis, Financial Forecasting, Financial Services, Dental Case Management / Treatment Planning, Financial Modeling
Select Expert Click checkbox to include in your expert selection.
Expertise Description: C.E.B.S, C.F.P., C.M.F.C., C.R.P.S. - Consulting expert specializing in Financial Planning, Employee Benefits, and the Employee Retirement Income Security Act (ERISA). President of a financial planning and employee benefits consulting firm serving clients throughout the U.S. Firm provides advice to fiduciaries and plan sponsors regarding their obligations under Title I of ERISA and litigation support to employee benefit attorneys. The firm is a registered investment advisor and provides investment advice... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. Expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Consulting expert specialized in finance and accounting with more than 35 years experience in the field. Experience includes sourcing, manufacturing, distribution, and retail of consumer products including apparel, footwear, housewares, hardware, and appliances. Key strengths include: international business; mergers and acquisitions; public and private financing; investor relations; management information systems; and strategic planning. Credentials include an MBA and CPA, and is an adjunct professor of accounting and finance at the... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: CFP, CDFA – Consulting expert with over 11 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. Specializes in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. Emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: MBA / MHA – Consulting expert with more than 35 years experience in Healthcare Management Consulting, Litigation Support, & Hospital Operations. Extensive involvement in complex healthcare-related litigation pertaining to third party billing disputes, identification of breach of standards of care in the operation of hospitals, nursing homes and ambulatory care environments, physician credentialing in both hospital and managed care organizations, hospital and medical staff bylaws, interpretation of JCAHO standards, negligent... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Consulting expert with over 10 years experience in the Field of Forensic Accounting. Specialization in measurement of financial damages related to business interruption, business valuation, commercial litigation, securities litigation, construction claims, contractual disputes, economic damages, first party property claims, fraud and fidelity losses, insurance claims, intellectual property, inventory losses, marital dissolutions or divorce, loss of earnings, loss of income or profits, partnership disputes, subrogation, third part liability claims, class action... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Experienced in management of all areas of financial institutions with over 30 years of loan experience in business, construction, commercial real estate and mortgages. Areas include business, construction and real estate lending, operations, fiduciary duties, fraud, conversion, secondary offerings, public offerings, and international transactions... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Experienced in the field of real estate investments and development; areas include commercial, residential property and land development (office, industrial, retail, apartment, single family subdivision, hotel, park and educational uses), economic / financial analysis, analysis of damages / lost profits, asset and property management, development, leases and ground leases, standards of care / due diligence, property financing, entitlement matters, land use policy, contracting, public sector development, professional standards, landlord /... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Available to work nation wide. Senior executive mortgage pro with a record of high quality lending and growth in 50 states. Has more than 35 years experience in financial institutions with proven leadership in all situations including particular expertise in credit risk management, performance-based operations, profitability, quality, customer service, mortgage backed securities, real estate evaluation, underwriting, lender liability, industry standards, prudence, and the permutations and perils of sub-standard and low... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: B.S., M.B.A., C.P.A. - Certified Public Accountant (C.P.A.) and finance expert with experience in insurance and financial operations of multi-million dollar, international companies. Insurance expertise includes: aviation / casualty / property insurance; reinsurance; and underwriting. Financial expertise includes: acquisitions / divestitures / mergers; auditing; financial planning / reporting; human resources (performance measurement, executive compensation, pensions); marketing; medical technologies; merchant banking; risk management; and venture capital investing. International business experience. Expert... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: B.A. - Consulting expert specializing in forensic economics with an emphasis in preparing and analyzing financial and economic data, economic damages calculations, consulting services and reports in support of litigation. Expertise includes: preparing quantitative and qualitative analyses, memos and expert reports, personal injury, care costs and life-care plans, wrongful-death, wrongful termination, Jones Act, FELA, intellectual property, and commercial damages. Prior expert witness experience. Consultations, depositions and courtroom testimony... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Experienced in analytically focused management consultant, expertise in Restaurant and Hospitality Sectors, Restaurant Economics, Financial Management, Restaurant Industry Research, Corporate Earnings Analysis, Benchmarking, Operations Improvement, Business Plan Creation, Feasibility Studies, Business Management Systems, Project Management, M&A Due Diligence, Special Investigations, Management Consulting, and Business Intelligence. Versed in Profit Improvement, Revenue Enhancement, Cost Control Strategies. Restaurant industry related professional speaker. Member of the National Restaurant Association. Experienced litigation support expert consultant... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: C.P.A./C.F.F., C.F.E. - Consulting practice focusing on litigation services as well as federal tax services and practice management consulting for professional firms. Has more than 40 years of experience practicing public accounting. Was one of the first to receive Certified in Financial Forensics (C.F.F.) credential from the AICPA. Is a member of the AICPA's Forensic and Litigation Services Committee. Conducts forensic investigations and serves as consulting expert, and/or testifying expert... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: C.P.A., M.B.A. - Owner of freelance forensic accounting business and contract Associate of civil litigation expert firm in Los Angeles. Expertise in Forensic / Investigative Accounting. Civil case exposure includes breach of contract, negligence, intellectual property, wrongful termination, and personal injury / accident, within sectors such as government agency, defense, manufacturing and distribution, healthcare, insurance, and real estate. Family law knowledge includes determination / tracing of assets, debts and income... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Consulting expert with more than 45 years of experience in the fields of Apparel, Fashion, Garment, and Textile industries. Fulfilled a multitude of roles, including retailer, manufacturer, key executive, consultant, and college instructor. Expertise consists of areas related to apparel manufacturing, such as entrepreneurship, sales and marketing, purchasing and inventory control, total quality management, and production planning. Other consultations include reorganization, restructuring, or reengineering of business processes for failing or... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Consulting expert specialized in security arbitration with more than 40 years in the field. Experience includes: mutual funds, variable annuities, 72T, suitability and fiduciary duty, supervision, churning, asset allocation, misuse of margin, unauthorized trading, hedge funds, and analysis cases. Has been retained and testified in over 100 cases. One of only a few experts that has been retained by the NYSE Enforcement division (now merged into FINRA). Has also consulted... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Consulting expert specializing in the entertainment industry and economic damages. Award winning film producer with more than 15 years experience in film production, acquisition, distribution, international sales, and gap financing. Able to advise on issues including: loss of wages, estate claims, financial forecasting, economic damage analysis, intellectual property rights, copyright issues, chain of title, hiring probabilities, new media, licensing, contracts, business practices, and entertainment industry standards. Strong and extensive hands... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: C.P.A., C.F.F., C.F.E., M.C.J. - Expert accountant experienced in assistance to counsel in litigation strategy and quantification of damages. Areas of expertise include: internal and external fraud examination, fraud prevention consulting and training, financial auditing and forensic accounting, business valuation, and tax planning and compliance. Certified Public Accountant (C.P.A.). Certified in Financial Forensics (C.F.F.). Certified Fraud Examiner (C.F.E.). Master of Criminal Justice (M.C.J.). Prior expert witness experience. Consultations, depositions, and... » Read Complete Profile
Select Expert Click checkbox to include in your expert selection.
Expertise Description: Expertise in Finance and Corporate Accounting with more than 15 years in the field. Finance experience includes: mergers and acquisitions, due diligence, public stock offerings, public bond offerings, investment management, BOD and executive committee reporting, internal and SEC financial reporting, audit, forecasting and budgeting, internal controls, credit, debt restructuring, and global risk assessment. Real estate experience includes: investment in property, rental and tenant management, evaluation of Home Owner Association, BOD... » Read Complete Profile
