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financial planning


retirement planning


investment management


portfolio management


cost containment


financial modeling


budget control


Financial Planning Experts

The following experts are available as financial planning consultants and financial planning expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Financial Planning - Plan for spending and saving future income.

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Join our distinguished experts for financial planning jobs, projects and consulting opportunities.

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Financial Planning Experts
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Expert in Financial Advice and Planning for Business and Personal High Net Worth Individuals
Expert is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first Financial advisers to become chartered and is ... See full profile

United Kingdom

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 ... See full profile

California (CA), USA

Expert in Financial Analysis, Financial Management, Investments and Modeling; Agribusiness
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just ... See full profile

California (CA), USA

Expert in Financial Management Guidance
Expert, a Certified Public Accountant (CPA), combines his educational background, his eight years of accounting and auditing experience, and his executive experience in corporate and division accounting departments to ... See full profile

California (CA), USA

Expert in Cash Flow Acceleration, Cash Flow Planning, Quicken, and Financial Management
Expert provides intense focus on supervising the preparation of accurate and complete information to provide small business management with key decision-making data. The complexity of legislation in North America is generally limited to one ... See full profile

Ontario, Canada

Expert in Economic and Financial Analysis, Business Valuation, Economic Damages
Ph.D. and M.B.A. in finance University of Chicago Graduate School of Business. Developed financial models and wrote valuation opinions for businesses in wide variety of industries using income based and market based approaches. Retained in hundreds of ... See full profile

California (CA), USA

Expert in Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built ... See full profile

New York (NY), USA

Expert in Accounting, Finance, Financial Statements, SOX, Income Taxes, Budgets, A/R, A/P, Training, IFRS
Expert has extensive experience in the following areas: Director Accounting/Consolidation, Director of Training / Director CFO Services, Director Mergers, Acquisitions/ SEC, Director Internal Controls/ G L / Training, Director Audits and ... See full profile

Ohio (OH), USA

Expert in United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age ... See full profile

United Kingdom

Expert in Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust ... See full profile

United Kingdom

Expert in Microfinance, Microenterprise, Livelihoods, Value Chain, PSD,Economic & Financial Analysis, PME, ROM
* “Shrimp and Fish Culture Development Project” The project aimed at livelihood support to people below poverty line and, was developed and implemented through public-private partnership. As a management consultant, worked out economics of the project ... See full profile

Orissa, India

Expert in Financial Economics, Information Economics & Capital Planning
Expert is proficient in the use of Monte Carlo computer simulation techniques to estimate risk in cost/benefit models and critical path networks of tasks. He has developed spreadsheet-based macrocode to generate non-uniform random variates and ... See full profile

Virginia (VA), USA

Expert in Essential Oils, Flavour (Flavor) and Fragrance Materials
Expert has spent over 40 years in the essential oil industry. He was also CEO of a global company processing, deterpenating and concentrating citrus oil on both sides of the Atlantic. He has given various papers on the subject and visited over 30 ... See full profile

Suffolk, United Kingdom

Expert in Investment, Portfolio Management, Structured Products, Securities and Stocks
Expert managed investments on behalf ot pension funds, charities, insurance companies and high net worth individuals for thirty-five years. He was first invited to provide expert evidence, since when he has acted as an expert witness in more than four ... See full profile

United Kingdom

Expert in Accounting, Audit, Regulation, Investigation, Financial
Expert has extensive fraud and financial investigation experience in government and regulation sectors. He is a Chartered Accountant with over 30 years' accounting, auditing, consulting and investigation experience, with a specialisation in forensic ... See full profile

United Kingdom

Expert in Metallurgy, Metal & Mineral Markets, Metal Industry Financial Evaluations
Expert's initial industrial experience was as a staff metallurgist for a engine manufacturer and involved metal selection and failure analysis. He has experience in metals R&D as well as R&D management. Utilizing his technical background he has experience ... See full profile

North Carolina (NC), USA

Expert in Strategic & Financial Modeling and IT Project Management
Expert holds post graduate degrees in Economics and an MBA from the university of London, as well as a 3 year bachelor's degree in Management / Cost and Financial Accounting. She is fortunate to have obtained extensive working experience in Strategic, ... See full profile

South Africa

Expert in Investment Research, Portfolio Management, CFA, Equity Securities, Corporate & International Finance
Expert, Ph.D., CFA, is an associate professor in finance at the Expert's Consulting Firm and has 15 years teaching experience. He has conducted seminars for investment professionals throughout the U.S. and Canada for Charles Schwab, Kaplan ... See full profile

Virginia (VA), USA

Expert in International Investments, China Investments, Technology Business Management, Expert Witness
Expert manages international investments to develop maximum financial gain and to manage risk. The Expert has assembled extensive resources over many years from China, Hong Kong, Singapore, and other countries. Broad research and evaluation by Expert ... See full profile

Berne, Switzerland

Expert in Power Systems, Energy Management, Utilities, MIS, IT Applications, Energy Savings,Training,
He Worked at Lower Sileru Hydel Power Station (4x110 MW) for 3 years •Worked as shift in-charge for load dispatching in an optimal way •Guided the maintenance team on protection and relaying He worked as Project Manager for various power projects with ... See full profile


Expert in Healthcare Financial Management
For more than 40 years, Expert has consulted in health care financial management and strategy, organization and governance, revenue enhancement, managed care contracting, operations improvement, corporate compliance, and litigation support for health ... See full profile

Arizona (AZ), USA

Expert in Tax Problems and Tax Negotiation
He is a CPA and Certified Financial Planner with thirty Years expertise as a tax strategist, a problem solver and creative tax consultant. He is the principal of his own consulting firm. He has been involved in IRS Tax Audits and collection matters (huge ... See full profile

New York (NY), USA

Expert in Manufacturing Economics: Markets, Sourcing, Exporting, Energy
37 Years Experience working as an employee and a consultant to U.S. Manufacturing Companies beginning as an engineer and evolving manufacturing operations management, financial analysis, strategy, and market economic analysis. See full profile

Georgia (GA), 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 ... See full profile

Minnesota (MN), USA

Expert in Airborne Remote Sensing, specifically Hyperspectral Imaging and Digital Aerial Photography
He is a remote sensing specialist and senior manager who has focused most of his career on airborne hyperspectral surveys, digital aerial photography and thermal surveys. Formally trained in geography and remote sensing, he has been active in the remote ... See full profile

Nova Scotia, Canada

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