Texas Financial Planning Expert Witnesses

Texas Business, Financial & Marketing Expert Witness Listings

You may limit your search for Financial Planning expert witnesses to a specific area by selecting a state from the drop down box.

Expert Witnesses

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Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
Location: Texas
Areas of Expertise: Certified in Financial Forensics – selected by the U.S. Senate as its only investigative accountant for Whitewater. Reviewed documents related to the audit of Swiss banks for holocaust victims’ assets....
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A
Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate and Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions,...
Consolidated Consultants
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.

Financial Planning Expert Witnesses by State
All States,  Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas,  Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming