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Money Management Consultants: 10

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Wealth Management Consultants Willamette Management Associates

Curtis R. Kimball, CFA, ASA

Senior Managing Director

430 Vinewood Point

Marietta GA 30068
USA

phone: 404-475-2307

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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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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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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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Financial Planning Consultant Marguerita Cheng

Marguerita Cheng, CFP®, CRPC®, RICP®

Chief Executive Office

9841 Washingtonian Blvd. #200

Gaithersburg MD 20878
USA

phone: 301-502-5306

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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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Featured resources

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Wealth Management Rules: 12 Tips to...

by Marguerita Cheng, CFP

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Markers of Chemically Induced Cancer

by Harry A. Milman, PhD, Gustave Freeman (Eds.)

Nolo's
Nolo's Deposition Handbook

by Paul Bergman, Albert J. Moore

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