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.

Expert Qualifications

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.

Fee Data

$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.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

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.

Education

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

Licenses & Certifications

Name

Issuing Organization

State

Financial Planner Professional

Memberships

Position

Membership Organization

Member

Financial Planning Association

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