Planning expert witnesses analyze land use, urban development, transportation, and infrastructure plans to assess compliance with professional standards and regulatory frameworks. Drawn from backgrounds in urban planning, civil engineering, public policy, and environmental planning, they evaluate zoning decisions, growth strategies, impact studies, and long-range master plans.
Certified Financial Planner Fiduciary Expert Witness
Certified Financial Planner Fiduciary Expert Witness
- Review Fee
- $150/hr
- Deposition Fee
- $200/hr
- Court Fee
- $200/hr
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