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Expert ID #705

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Short Biography:

EW #705 is a nationally recognized Certified Financial Planner and the President and CEO

In 1994, 1999 and 2002 Washingtonian magazine selected himas one of metropolitan Washingtons foremost money managers. He provides investment litigation support and testifies as an expert witness.

EW #705 s advice and counsel have been quoted in numerous publications including the Washington Post, Wall Street Journal and Business Week and the New York Times. Hehas appeared on Fox Morning News, PBS Nightly Business Report, CNNs Your Money, Reuters Consumer Report and CNBC. He is an adjunct professor of finance at Florida Institute of Technology where he teaches investments and portfolio management.

His company is an SEC-registered fee-only comprehensive wealth management firm staffed by CFPs, CPAs, and CFAs whose consultation services include financial planning, risk management, tax planning and preparation, (divorce) litigation support, professional malpractive, retirement and estate planning, business valuation, and investment (including stock options) portfolio design and management. Bloomberg, one of America's foremost financial services companies, selected as one of the top 150 wealth managers in the country in 2001.

EW #705 is a fee-only, comprehensive financial planning, risk management, tax planning and preparation, litigation support, retirement and estate planning firm whose core purpose is to create and reinforce its clients serenity and peace of mind.


 

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