Finance Expert Witnesses in Georgia
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Finance Experts in Georgia
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Certified Financial Planner Expert Witness
This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. This expert has completed the series 65, series 7, and series 63 through the National Association of Securities Dealers. Previously, this expert served as a financial advisor for The Guardian, John Hancock, Morgan Stanley, and Merrill Lynch. Today, he is the CEO of a family financial planning office in Georgia. Additionally, this expert has authored a financial planning book.
CEO, A family financial planning office in GA
Bachelor of Science (BS), Virginia Tech
Cumming,
Georgia
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FAQs for Finance Expert Witnesses
What is the role of a finance expert witness in legal proceedings?
A finance expert witness provides specialized knowledge and insights on financial matters, helping courts understand complex issues related to economics, investments, valuations, and more.
In what types of cases can a finance expert witness be beneficial?
Finance expert witnesses are crucial in cases involving securities fraud, business valuation disputes, bankruptcy, economic damages, financial crimes, and other financially-related litigation.
Are there subspecialties within the field of finance that an expert witness might focus on?
Yes. Finance expert witnesses may specialize in areas like corporate finance, investment banking, financial planning, risk management, or forensic accounting.
How can a finance expert witness assist in a securities fraud case?
In securities fraud cases, a finance expert can analyze financial statements, evaluate investment strategies and risks involved, and provide testimony on standard industry practices.
Why is it important to hire a finance expert witness with experience in forensic accounting for embezzlement cases?
Forensic accountants have the skills to trace fraudulent transactions, identify irregularities in financial records and provide clear explanations of complex financial data in court.
How does Expert Institute select its Finance expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.