Best Interests Expert Witnesses
Best interests expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on best interests. The best interests expert witness listings on this page are typically from fields/areas of expertise such as: Risk Management and Securities & Investments.
Errold F Moody, PhD MBA MSFP LLB BSCE EF Moody PhD MBA BSCE LLB MSFP
CRYSTAL RIVER, Florida
Securities & Investments, Risk Management
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FINANCIAL PLANNING, SUITABILITY, BEST INTERESTS, PRUDENT MAN, FIDUCIARY BREACH, ARBITRATION, FEES, COMMISSIONS, ECONOMICS,
INSURANCE, RISK OF LOSS, FINRA, ERISA, SEC/STATE LICENSING, REGULATORY INCOMPETENCE, CFP, RIA, SSRN, ChFC, CPA
AND NOW FOR SOMETHING COMPLETELY DIFFERENT
PhD- Real Estate; MBA- Business; MSFP- Financial Planning; LLB- Law; BSCE- Civil engineering.
No Nonsense Finance- 2003. reprinted 2009; Financial Planning Fiduciary Standards under Dodd Frank, 2011; The Failure of Securities Arbitration, 2012; Investments/Securities Risk of Loss, 2023, online at EMoody.com.
52 years in the trenches as Financial Planner, Held 7, 24, 27, 63, 65 licenses, CFP, RIA, Real Estate Broker; B-1 General Contractor, California Life and Disability Insurance Analyst (i of 35); Have acted as arbitrator, expert witness. Current focus as Consultant. Taught CFP/Financial Planning courses for University of California, Irvine and Berkeley, University of San Francisco, et al; Real Estate Capstone course for UCI, Taught series 4, 6, 24, 27, 63, 65, etc. for Private schools. Continuing insurance education courses- Medicare...
