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Certified Financial Planner Expert Witness
Certified Financial Planner Expert Witness
Financial Advisor, The Guardian
Bachelor of Science (BS), Virginia Tech
(***)***-****
Georgia
Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.
Expert Qualifications
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.
Fee Data
$150/hr
Review Fee
$200/hr
Deposition Fee
$200/hr
Court Fee
Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.
Litigation History
Case Reviews
Testimonies
Depositions
Work History
Status | Job Title/Role | Department/Division | Organization |
|---|---|---|---|
Current | CEO | — | A family financial planning office in GA |
Former | Financial Advisor | — | Merrill Lynch |
Former | Financial Advisor | — | Morgan Stanley |
Former | Financial Advisor | — | John Hancock |
Former | Financial Advisor | — | The Guardian |
Education
Degree | Institution | Major |
|---|---|---|
Bachelor of Science (BS) | Virginia Tech | — |
Licenses & Certifications
Name | Issuing Organization | State |
|---|---|---|
Certified Financial Planner | — | — |
Accredited Investment Fiduciary | — | — |
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