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Financial Planning Expert Witnesses testifying in Litigation

Financial Planning expert witnesses are experts in this Insurance directory that provide independent court testimony or as consultants by review of records and verbal or written report. They provide expert testimony at deposition or trial in the area of Financial Planning. The following list contains testifying experts with specific Insurance background to Financial Planning. To setup a screening with our experts simply choose the request this expert button located in the experts information page

Consolidated Consultants has referred Insurance Financial Planning expert witnesses to both Plaintiff and Defense attorneys for many years. Please review the wide variety of Financial Planning expert witnesses and use the request this expert option to contact us.

Insurance Expert Witnesses for Attorneys

Search results for: Financial Planning

20 results found containing all search terms.
State: TX
Region: Central, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Financial Consultant, Registered Financial Consultant, Life Insurance, Life Insurance Planning, Securities Investment Principles Law, Estate Planning, Financial Planning, Annuity, Retirement Planning, Nonqualified Deferred Compensation, 401k, 401k, Structured Settlements
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Click to view this experts CV View CV for Registered Financial Consultant Expert Witness No.2093Click to request this expert Request This Registered Financial Consultant Expert Witness No.2093
State: NY
Region: Eastern, Northeast
Country: US

Provides Opinion & Testimony In:
419 Welfare Benefit Plan, 412 Welfare Benefit Plan, 412i Welfare Benefit Plan, 419e 419Af6, Abusive Tax Shelters, Captive Insurance, Section 79 Plan, IRS Audits, Abusive Insurance Plans, Retirement Plans, IRS Fines, 6707A Penalties, 8886 or 8918 IRS Compliance, Abusive Retirement Plans, Listed Transactions, Life Insurance, 6707A, Tax Shelter, Tax Shelter Defense, 419 Plan Help, IRS Penalty Abatement, Tax Court, IRS Problem Solvers, IRS Penalties, Tax Offer In Compromise Help, IRS Help, 412i Plan, 412 Plan, 412i Retirement Plan, Tax Resolution, IRS Tax Lawyer, Federal Tax Fraud Penalties, Tax Settlement, Tax Problem Help, Cash Balance Plans, Insurance, Investments, Life Insurance,
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Click to view this experts CV View CV for Financial Estate Planning Retirement Expert Witness No.3306Click to request this expert Request This Financial Estate Planning Retirement Expert Witness No.3306
State: FL
Region: Eastern, Southeast
Country: US

Provides Opinion & Testimony In:
forensic accountant, white collar crime, commercial litigation, money laundering, securities fraud, insurance fraud, telemarketing fraud, embezzlement, kickbacks, bribery, insider trading, investment fraud, credit card fraud, health care fraud, RICO, racketeering, tax evasion, antitrust violations, banking fraud, identity theft, public corruption,
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Click to view this experts CV View CV for Forensic Accountant White Collar Crime Expert Witness No.2965Click to request this expert Request This Forensic Accountant White Collar Crime Expert Witness No.2965
State: CA
Region: Pacific, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Securities, Common Stocks, Bonds, IPOS, Mutual Funds, Limited Partnerships, REITS, Private Stock Offerings Scorecards Analysis Damage Calculations Unsuitability, Breach Fiduciary Duty, Supervision, Overreaching, Churning, Stock Manipulation, RIA Activities
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Click to view this experts CV View CV for Securities Financial Education Expert Witness No.827Click to request this expert Request This Securities Financial Education Expert Witness No.827
State: ID
Region: Mountain, Northwest
Country: US

Provides Opinion & Testimony In:
Administration of Estates, Trusts, Accounting, Taxation,Trust, Trustee, Fiduciary, Personal Representative, Executor, Trust beneficiary, Fiduciary Standard of Care, Uniform Prudent Investor Act, Uniform Principal Income Act, Trust Administration, Estate Administration, Fiduciary Liability, Bank Trust Department, Fiduciary Conflict of Interest, Estate Plan, Corporate Trust, Family Businesses
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Click to view this experts CV View CV for Private Fiduciary Trust Estate Administration Expert Witness No.3663Click to request this expert Request This Private Fiduciary Trust Estate Administration Expert Witness No.3663
State: FL
Region: Eastern, Southeast
Country: US

Provides Opinion & Testimony In:
Automotive Dealer Management, Operation of Dealerships, Termination or Non renewal Manufacturer Relations, Valuation, Bankruptcy, Fraud, Supply, Changes in Territory, Protests of New Appointments, Automobile Manufacturer, Automobile Dealers, Automobile Consumers, Light Truck Manufacturer, Light Truck Dealers, Light Truck Consumers, Heavy Medium Truck Manufacturers, Heavy Medium Truck Dealers, Recreational Vehicles, Manufactured Homes, Construction Machinery, Finance, Wholesale Floor Planning, Retail Floor Planning, Insurance, Diminution of Value Issues, Allocation Policies, Patent Infringement Claims, Reasonable Royalty, Value of Assets, Class Action Claims, Customer Insurance Claims, Customer Satisfaction, Customer Complaints, Bankruptcy Issues, Facilities Issues, Financial Performance, Inventory, Market Penetration, Assigned Area, Territory Protests, Departmental Operations, Franchise Terminations, Constructive Terminations, Manufacturer Goals for Automotive Dealer, Market Penetration, New Dealer Application Issues, TILA, Truth in Lending Act, Valuation of Dealerships, Working Capital
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Click to view this experts CV View CV for Automotive Dealer Operation Management Expert Witness No.62Click to request this expert Request This Automotive Dealer Operation Management Expert Witness No.62
State: PA
Region: Eastern, Northeast
Country: US

Provides Opinion & Testimony In:
Life Insurance Claims Protocols, Claims Procedures, Claim Practices, Claim Handling, Underwriting Protocols, Underwriting Procedures, Policy Interpretation issues, Beneficial Interest, Investor Owned Transactions, Contestable Death Claim Investigations, Policy rescissions, Bad faith, Contract Interpretation, Unfair Trade Practices, Policy Interpretation, Unfair Claim Settlement Practices, Agent Fiduciary Responsibilities, Policy Rescissions, Broker Fiduciary Responsibilities, Claim Denials, Producer Responsibilities, Contestable Claim Investigations, Standard of Care issues, Contestable Claims, Risk Selection, 2 year Contestable period, Risk Analysis, Proper Sales Practices, Underwriting Guidelines, Sales Practice Administrative matters, Life Claims Procedure, Claims of any type, Life Underwriting Process, Life Claims, Claim Decision process, Accidental Death Claims, Investor Owned Life, Insurance matters, Accidental Death benefits, Life Policy Rescissions, Policyholder Rights, Health Policy Rescissions, Policy owner Rights Responsibilities, Employer Sponsored benefits, Stranger owned Life Insurance, Investor Owned Life Insurance, Billing and Coding, Medical Billing Review, Med...
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Click to view this experts CV View CV for Life Insurance Claims Bad Faith & Affordable Care Act  Expert Witness No.3560Click to request this expert Request This Life Insurance Claims Bad Faith & Affordable Care Act  Expert Witness No.3560
State: FL
Region: Eastern, Southeast
Country: US

Provides Opinion & Testimony In:
Life Insurance, variable life insurance, variable universal life insurance, universal life insurance, traditional life insurance, VL, UVL, UL, quick pay premiums, whole life insurance, paid up life insurance, 4 pay premiums, EIA, FIA, equity indexed annuities, fixed index annuities, fixed rate annuity, Variable Annuities, VA, bad faith, false advertising, sales materials, sales illustrations, ledger sheets, field underwriting, twisting, churning, unsuitable products, unsuitable recommendations, inappropriate products, replacement, 1035 Exchange, Waiver of Premium, Flexible Premium Adjustable Life, Disability Income, cash value, dividends, illustration projections, policy loan, permanent insurance, term insurance, temporary insurance, annuitization, surrender charges, policy loan, cash withdrawal, Accidental Death, Disability Waiver Benefit, Annuity, MIB, quick pay, Financial Needs Analysis, estate planning, business continuation planning, buy sell agreements, beneficiary, damage calculations, profit loss calculations, internal rate of return, return on investment, cap, interest disintermediation, participation rate, federal income taxes, incontestability, disability, future ...
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Click to view this experts CV View CV for Life Insurance Variable Annuities Disability Income Expert Witness No.930Click to request this expert Request This Life Insurance Variable Annuities Disability Income Expert Witness No.930
State: CA
Region: Pacific, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Accounting, Finance, Lost Profits, Auditing, Financial Modeling, Mortgage Banking, Banking, Forecasting, Negligence, Business Interruption, Forensic Accounting, Performa Projections, Certified Public Accountant CPA, Fraud Detection, Personal Injury, Civil Litigation, Healthcare Insurance, Property Management, Community Associations, Insurance, Real Estate Development, Community Development, Intangible Assets, Real Estate, Partnership LLC, Community Property, Intellectual Property, Reserves, Compensation Plans, Investigative Accounting, Residential Real Estate, Damage Calculations, Investments, Savings Loans, Divorce, Lending, Trade Secret Misappropriation, Divorce Estate Auditor, Litigation Support, Trademarks, Due Diligence, Loans, Wrongful Termination, Economic Damages, Loss Reserves, Family Law, Loss of Earnings,Forensic Accountant for Civil Litigation, Family Law Bankruptcy
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Click to view this experts CV View CV for Forensic Accountant Bankruptcy Expert Witness No.3722Click to request this expert Request This Forensic Accountant Bankruptcy Expert Witness No.3722
State: CA
Region: Pacific, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Business Economics, Corporate Finance, Economic Loses, Securities Valuation, Financial Securities, Business Valuation, Real Estate, Mergers, Acquisitions, Divestitures, Insurance, E Commerce Business Valuation, Fulfillment Operations,
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Click to view this experts CV View CV for Business Economics Corporate Finance Expert Witness No.3276Click to request this expert Request This Business Economics Corporate Finance Expert Witness No.3276
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