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Insurance and Financial Planning Expert Witness | New York

Expert Qualifications

This expert is a certified financial planner and chartered financial consultant who specializes in insurance strategy, financial services, and estate planning. He graduated with a degree in accountancy from Villanova University School of Business. This expert has spent more than 10 years working in the life insurance industry, three of which he spent as the head of the healthcare division of ABD, one of the nation's largest insurance brokerages. He is currently the president of his own financial institution that specialies in estate planning and life insurance strategy.

Bio Snapshot

Location: New York
BS, Accounting, Villanova University
Certified Financial Planner
Chartered Financial Consultant
Former, Insurance Expert, Intermediary Insurance Services
Former, Healthcare Division Director, ABD Insurance Services
Current, President of an estate planning and insurance strategy firm

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