The right expert witnesses and consulting experts can make your case. That’s why we have spent so many hours over the past quarter century making sure our clients have just the right expert team — whether one expert or many, early-stage advice or expert reports and testimony. Across over 50,000 expert search assignments, we have honed a unique, customized approach to identifying, analyzing and connecting with expert talent so you can focus on winning your case.
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Financial Planning Expert Witnesses
Financial planning is a process that includes the estimating of capital required and the outlining of policies that lead to the administration of an organization’s funds. The most common types of financial planning methods are investment planning, estate planning, tax and business planning, retirement and estate planning, and saving plans for education. Our financial planning experts have worked as financial managers, investment managers, insurance professionals, securities professionals, insurance professionals, and more. These experts specialize in:
- Investing
- Estate planning
- Government regulation
- Financial management
- Utilization of outside investment advisors
- Trust administration
- Fiduciary investment
- Executive benefits
- Qualified retirement plans
- Trading
- Retirement planning
- Insurance products
- Strategy and business development
- Credit
Learn More from Our Financial Planning Experts
A rise in securities and other shareholder-related litigation is currently trending during COVID-19 pandemic. Read how retaining financial experts may help in upcoming litigations.
Legal teams must sometimes work under strict budget restrictions without impeding the expert’s ability to conduct work effectively.
Here are a few of our favorite Financial Planning Expert Witnesses:
New York Financial Planning, Budgeting Expert #22350
I have 25 years of experience, and specialize in the field of media and entertainment with specific knowledge in the areas of finance, strategy and business development.
Ohio Financial Planning Expert #27027
I have 35 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of credit, investments and retirement. I have published on such topics as retirement adequacy, investment choices and credit discrimination. I have testified on regressivity of cigarette tax. Former editor of a journal regarding financial counseling and planning.
Mississippi Financial Planning Expert #28206
I have 28 years of experience and specialize in the field of financial analysis, with specific knowledge of derivatives, credit default swaps and retirement planning. I have published on such topics as total return swaps and Treasury inflation protected securities (TIPS) and Social Security.
Wisconsin Financial Planning Expert #30988
I have 30 years of experience, and specialize in the field of financial planning and trust with specific knowledge in the areas of fiduciary investment, trust administration, and utilization of outside investment advisors. I have broad experience in both the brokerage and trust and banking world of financial services in the context of financial planning.
Arkansas Financial Planning, Regulation Expert #32103
I have 30 years of experience, and specialize in the field of economics with specific knowledge in the areas of government regulation, financial management and banking. I have testified on financial instruments, farm contract and divorce.
Your Case Deserves The Best Financial Planning Expert Witnesses
Florida Financial Planning Expert #34285
I have 10 years of experience in the field of comprehensive financial planning, with specific knowledge in the areas of personal finance, investing, and estate planning. I have published on such topics as retirement plans for small businesses.
Utah Financial Planning Expert #37365
I have 28 years of experience, and specialize in the field of business and personal financial planning with specific knowledge in the areas of executive benefits, qualified retirement plans and estate planning.
Connecticut Financial Planning Expert #39767
I have 21 years of experience and specialize in the field of financial services, with specific knowledge of trading, investment management and retirement planning. I have published on such topics as the secrets to a successful retirement, asset class diversification and the Federal Reserve.
Illinois Financial Planning Expert #41399
I have 32 years of experience and specialize in the field of financial services and insurance with specific knowledge in the areas of financial planning process and techniques, insurance products, and sales and marketing techniques. I have published on such topics as selecting the appropriate financial advisor, creative uses of life insurance for financial planning situations and marketing financial planning services through banks. I have testified on defending insurance company client lists from rogue agents.
California Business Operations Expert #50471
This expert is a former senior executive in two Fortune 100 Corporations with profit and loss responsibility and has served as the CEO of entrepreneurial and small businesses. She is currently Managing Principal of a Licensed Professional Fiduciary firm. She serves court-appointments on breach of fiduciary duty, Trust, Estate, and Conservatorship cases. In addition, she has experience in crisis management and assessment of complex and distressed or troubled business entities. The expert has testifying experience. Experienced in: Corporate Governance, Partnership Disputes, Family-Owned Business Disputes, Trust Administration, Heir and Beneficiary Disputes, Trustee Self-Dealing and Malfeasance, Prudent Investor including UPIA, Standard for…
New Hampshire Financial Planning Expert #51207
I have 30 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of securities, insurance and annuities.
Minnesota Financial Planning Expert #51733
I have 40 years of experience and specialize in the field of financial services with specific knowledge in the areas of insurance, investments and financial planning.
Put Our Financial Planning Expert Network to Work for You
Our huge network of experts – eminent university professors and practitioners who have achieved renown as thought leaders in their fields – combined with unparalleled research capabilities puts the experts you need at your disposal when and where you need them.
If you’re a litigator or general counsel, we want to put this network to work for you and your clients. Let us know how we can help by calling us at (202) 908-4500 or filling out the form on this page. We’re so confident you’ll love what we do that unless you retain an expert we present there’s no charge!
GET STARTED FINDING THE RIGHT EXPERT WITNESS
Spend your time working with your experts, not searching for them! We're here to de-stress the process of having a great expert witness team so that it’s easy to have the right experts every time. We'll conduct a quick but thorough search and deliver a roster of top candidates for you to review. There's no charge for the custom search — you pay only the hourly rate if you retain one of our experts.
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