California Financial Planning Expert Witnesses

California Business, Financial & Marketing Expert Witness Listings

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Expert Witnesses

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Shelley L Boyce, CFP®, AIF®, CPWA® (Financial Planning Solutions, Inc.)
Location: California
Areas of Expertise: With over thirty-five years of experience in the insurance and investment advisory industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support...
Douglas E. Johnston, Jr. (Five Management, LLC)
Location: California
Areas of Expertise: Doug Johnston is an expert witness in banking & finance, with a focus on forensic dispute analysis and due diligence review. His career includes having served as a CEO, President and/or EVP in leading...
Maurice Lieberman, CLU, ChFC, RHU, LUTCF (Lieberman Financial Consulting)
Location: California
Areas of Expertise: Maurice Lieberman is an expert witness specializing in insurance litigation and disputes. He consults with attorneys and assists Council in trial preparation regarding issues of life insurance and annuity...
Barbara C Luna (White, Zuckerman, Warsavsky, Luna & Hunt)
Location: California
Areas of Expertise: Expert witness testimony in complex litigation involving business, real estate, personal injury, marital dissolution, liability issues, damage analysis of lost profits, unjust enrichment, reasonable royalties...
MCS Associates  --  Experts & Consultants In Banking, Financial Services, Real Estate & Insurance
Location: California
Areas of Expertise: MCS Associates is a national consulting group with a special focus on Expert Witness and Litigation Consulting in banking, insurance, financial services, securities, real estate, economic & damages analysis,...
Consolidated Consultants
Location: Multiple Locations
Areas of Expertise: Consolidated Consultants (CCc) continues to deliver high quality expert witness and medical expert witness referrals nationwide since 1995. CCc is the only referral service where you can view the full,...
Financial Planning FAQs

What is a financial planning expert witness?

A financial planning expert witness is a professional who provides expert opinions and testimony on topics such as investment management, estate planning, tax planning, risk management, and retirement planning.

What is the role of a financial planning expert witness?

The role of a financial planning expert witness is to provide expert testimony related to financial planning and investment management.

How much can a person make as a financial planning expert witness?

Financial planning expert witnesses can be compensated from $200 to $450 per hour or higher, with some circumstances calling for more. The amount is agreed upon by the expert and the retaining attorney.

What are the qualifications of a financial planning expert witness?

Supply chain expert witnesses should have in-depth knowledge of logistics, procurement, and operations management.

In legal proceedings, how is evidence gathered by a financial planning expert witness?

A financial planning expert witness gathers evidence through analyzing financial documents, conducting interviews, and providing expert opinions on financial matters relevant to the case.

In what type of cases might expert testimony be heard from a financial planning expert witness?

Expert testimony from a financial planning expert witness may be heard in cases involving investment fraud, breach of fiduciary duty, estate planning disputes, and other financial matters requiring specialized knowledge.