Expert Witness Services

Jesse Dogillo, CFP®, CLU, ChFC

Expert Witness & Litigation Support Services

  • Consults with plaintiff and/or defendant attorneys and provides expert witness testimony at deposition and/or trial.  Work performed subject to fee and retainer agreement.
  • Review and provide opinions regarding Breach of Fiduciary Duty, Negligence, Failure to Supervise, Misrepresentation, Suitability, Fraud, and Due Diligence.
  • Product expertise include: Annuities, Mutual Funds, and Life Insurance