Project management expert witnesses analyze how projects are planned, staffed, budgeted, and executed across construction, technology, healthcare, and other sectors. They are often certified project managers, engineers, or operations leaders who assess compliance with methodologies, scheduling practices, risk controls, change management, and documentation standards.
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