Expert Search
Personal Finance Expert Witness
Financial Advisor, UBS PaineWebber Inc.
Doctor of Business Administration (DBA), Keiser University
(***)***-****
Florida
Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.
This expert is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.
$250/hr
Review Fee
$350/hr
Deposition Fee
$400/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.
Case Reviews
Testimonies
Depositions
Status | Job Title/Role | Department/Division | Organization |
---|---|---|---|
Current | Resident Financial Planner | — | A financial wellness company in FL |
Current | Finance Professor | — | An online program for a FL university |
Former | Wealth Manager | — | River Capital Advisors |
Former | Independent Financial Planner & Small Business Consultant | — | A1A Wealth Management |
Former | Curriculum Chairman and Instructor | — | Robert Morris University |
Former | Investment Services Director | — | Community First Credit Union |
Former | Online Faculty | — | Colorado Technical University Online |
Former | Investment Services Advisor | — | Merrill Lynch Pierce Fenner & Smith |
Former | Financial Advisor | — | UBS PaineWebber Inc. |
Degree | Institution | Major |
---|---|---|
Doctor of Business Administration (DBA) | Keiser University | Marketing |
Master of Science (MS) | College for Financial Planning | Personal Financial Planning |
Bachelor of Science (BS) | University of Southern Mississippi | Computer Science |
Name | Issuing Organization | State |
---|---|---|
Financial Planner Professional | — | — |
Position | Membership Organization |
---|---|
Member | Financial Planning Association |
Send a message to this Personal Finance Expert Witness Expert Witness