Expert 508545 - CA(S)


Expertise Description

I have many years of experience in Economics and Financial Planning. I have helped design life and variable insurance products for insurance companies and have created programs and strategies for brokerages across the country. I also teach and lecture on topics such as Financial Planning, Insurance, and Investments and provide consulting and expert testimony in the areas of Insurance, Investment, Financial and Benefit Planning. I have over 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Expert Witness

I provided expert testimony in the areas of Insurance, Investment, Financial and Benefit Planning.


Consulting Experience

I provide consulting and in the areas of Insurance, Financial and Benefit Planning.


Professional Experiences

My experience includes: Insurance brokerage training and experience with Finance and Administration in various assignments for several companies, where my duties included the international sales and marketing of citrus commodities and manufactured products. I also teach and lecture on Financial Planning, Insurance, and Investments.


Relevant Experiences

I am a practicing life insurance agent who is an Accredited Investment Fiduciary and a California Life and Disability Insurance Analyst.


Education

Degree Subject Institution
B.C. Economics Concordia University Business School

Licenses Certifications

Certified in Financial Planning

Awards & Affiliation

Beverly Hills Estate Planning Council
International Board of Standards for Certified Financial Planners
Society of Financial Service Professionals
Financial Planning Association
Canadian Association of Financial Service Professionals

Primary Affiliation

International Board of Standards for Certified Financial Planners



SELECT EXPERT