Find an Expert

Expert ID: 736559 Washington, USA

Expert in Merchandise and Financial Planning; Retail Industry

After spending over 25 years with leading national department stores, Expert formed a consulting company in 2020. He leverages his broad buying and merchandise/financial planning experience to help investment industry executives and small to midsize companies. Expert has a deep…

Expert ID: 735949 Georgia, USA

Expert in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment

In financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment. Available for panels, in depth interviews, and surveys only.

Expert ID: 736289 Georgia, USA

Expert in Financial Planning, FINRA Arbitration, Benefits

Expert is the owner of a State Registered Investment Advisory Firm with 24 years of financial planning experience. She received my BBA from Georgia State University and holds several licenses in multiple states. She is also a Certified Financial Fiduciary,…

Expert ID: 735952 Texas, USA

Expert in Financial Planning

Vice President and Certified Financial Planner. 32 years of experience as a Registered Representative. MBA from Columbia Business School. Five Star Wealth manager as selected by Texas Monthly and the Wall Street Journal 2012-2019. As a Financial Adviser, I can…

Expert ID: 735110 Tennessee, USA

Expert in Financial Planning, Investment Management, Equity Analysis, Financial Advisory

SENIOR INVESTMENT PROFESSIONAL Multi-dimensional industry veteran with over 15 years of experience within investment management, consulting, research analysis, and business development. Team player with a focus on mentoring others and leading an organization by example, through entrepreneurial drive and creativity.

Expert ID: 729825 Minnesota, USA

Expert in Business Development and Financial Planning

Expert has over thirty years of experience as a senior executive officer for various organization and has founded four different organizations or companies during his career. Additionally, for the past thirteen years, Expert served as a financial advisor and was…

Expert ID: 728295 Texas, USA

Expert in Investment Management & Financial Planning

Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…

Expert ID: 725394 California, USA

Expert in Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.

Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been in individual fee financial…

Expert ID: 735555 Kenya

Expert in financial accounting, public finance and fiscal policy, micro and macro-economic analysis, project planning and evaluation, management accounting, statistical analysis and data entry

Expert is a graduate, holder degree in Bachelor of Science Economics and statistics, of Laikipia University. Expert is working currently at Nuclear Power and Energy Agency in Kenya . He has experience with financial accounting, public finance and fiscal policy,…

Dev Tool:

Request: experts/financial-planning
Matched Rewrite Rule: ^experts\/([^\/]*)\/?([^\/]*)\/?
Matched Rewrite Query: pagename=experts&searchKeyword=financial-planning&searchDiscipline=
Loaded Template: page-experts.php