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Personal Finance Consultants: 8

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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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Wealth Management Financial Services Consultant Bob Lawson

Bob Lawson, Securities Expert & FINRA Arbitrator

3800 American Boulevard West
Suite 1500

Bloomington MN 55431-4460
USA

phone: 800-741-0704

fax: 952-835-1504

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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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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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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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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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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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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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Featured resources

Uncommon
Uncommon Perspectives on the...

by Prudence Gourguechon, MD

Wealth
Wealth Management Rules: 12 Tips to...

by Marguerita Cheng, CFP

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