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Financial Planning Consultants: 13

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Financial Planning Consultant Marguerita Cheng

Marguerita Cheng, CFP®, CRPC®, RICP®, CDFA™

Chief Executive Office

9841 Washingtonian Blvd. #200

Gaithersburg MD 20878
USA

phone: 301-502-5306

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Estate Tax Law Consultant Richard Block

Richard A. Block, Esq.

21500 Wyandotte Street, Ste. 104

Canoga Park CA 91303
USA

phone: 818-716-1585

fax: 818-716-1587

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Insurance Financial Planning Consultant Maurice Lieberman

Maurice Lieberman, CLU, ChFC, RHU, LUTCF

127 Diablo Vista Court

Concord CA 94520
USA

phone: (925) 685-5444

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Business Succession Planning Consultant Jeffrey Asher

Jeffrey A. Asher, Esq.

80 Business Park Drive
Suite 206

Armonk NY 10504
USA

phone: 914-202-4362

fax: 914-940-4493

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Accounting Consultants Keegan Linscott Associates

Christopher Linscott, CPA, CFE, CIRA and

3443 N Campbell Avenue, Suite 115, Tucson, AZ 85719

USA

phone: 520-884-0176

fax: 520-884-8767

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Actuarial Risk Management Consultants Huggins Actuarial Services

Kim Piersol

Consulting Actuaries

111 Veterans Square, 3rd Floor

Media PA 19063
USA

phone: 610-892-1824

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Accounting Financial Management Consultant Witness Michael Garibaldi

Michael J. Garibaldi, CPA, ABV, CFF, CGMA

990 Stewart Avenue-Fifth Floor

Garden City NY 11530
USA

phone: 516-288-7400 (Office) or 516-428-1589 (Cell)

fax: 516-288-7410

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Data and Information Analysis Consultants Evidence Solutions Inc

Ric Leutwyler

CEO

PO Box 42047

Tucson AZ 85733
USA

phone: 866-795-7166

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International Fiduciary Consultant Karina Sneiderova

Dr. Karina Sneiderova, MBA, ICFA, ASI

Vice President

Headquarters
Rue General Dufour 22

Geneva CH-1211
CHE

phone: 41-225-752-948

fax: 41-225-948-025

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Transactional Business Valuation Consultant Scott Miller

Scott S. Miller, MBA, ASA, ABV

Managing Member

242 W. 28th Street

Houston TX 77008
USA

phone: 713-524-6444

fax: 713-524-6447

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Financial Services Consultant Frank Carr

Frank Carr

Financial Services Consultant

300 Flax Hill Road, Suite 21

Norwalk CT 06854
USA

phone: 203-344-9531 (Office) 203-249-7244 (Cell)

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Wealth Management Financial Services Consultant Bob Lawson

Bob Lawson, FINRA Expert Witness

FINRA Expert Witness

3800 American Boulevard West
Suite 1500

Bloomington MN 55431-4460
USA

phone: 800-741-0704

fax: 952 217 5639

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Actuarial Pension Consultant Arthur Kagan

Arthur B. Kagan, FSA, EA

Consulting Actuary

20058 Ventura Blvd., # 213

Woodland Hills CA 91364
USA

phone: 818-414-4130

fax: 747-444-9395

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