Business consultants
Money Management Consultants: 11
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

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

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)
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

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

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

Actuarial Risk Management Consultants Huggins Actuarial Services
Kim Piersol
Consulting Actuaries
111 Veterans Square, 3rd Floor
Media PA
19063
USA
phone: 610-892-1824

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

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

Insurance Financial Planning Consultant Maurice Lieberman
Maurice Lieberman, CLU, ChFC, RHU, LUTCF
127 Diablo Vista Court
Concord CA
94520
USA
phone: (925) 685-5444

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

Featured resources
by Marguerita Cheng, CFP
by Meherwan P. Boyce, PhD, PE
by David Meerman Scott