Retirement plan expert witnesses analyze the design, administration, and performance of 401(k), pension, and other qualified plans. Drawing on backgrounds in actuarial science, fiduciary consulting, and plan administration, they assess ERISA compliance, fee structures, investment options, disclosures, and recordkeeping to clarify whether plans meet industry standards.
Personal and Small Business Finance Expert Witness
Personal and Small Business Finance Expert Witness
- Review Fee
- $250/hr
- Deposition Fee
- $350/hr
- Court Fee
- $400/hr
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.
Resident Financial Planner, A financial wellness company in FL
Doctor of Business Administration (DBA), Keiser University
Yulee,
Florida