ERROLD MOODY
EF Moody
2232 W. Avenue 133
San Leandro, CA 94577
(Alameda County, Southern California)

Phone: (510) 352-4127
Fax: (510) 352-4127
Email: efm@efmoody.com
Website: http://www.efmoody.com
Areas of Expertise:
See web site for complete background and resume. Expertise covers: financial, retirement and estate planning; suitability of investments; suitability of variable insurance products; Fraudulent and incompetent advisors; correct allocations, 401(k)investments; mutual fund selection, fees, risk; behavorial economics; long term care; fiduciary responsibility; diversification; viatical settlements, more. Preparations of reports for litigation and arbitration. Provide depositions and formal testimony.

Credentials:
BSCE, LLB, MBA, PhD (REAL ESTATE), MASTER OF SCIENCE IN FINANCIAL PLANNING (estate planning major), Certified Financial Planner, California Life and Disability Insurance Analyst (one of 33), Real Estate Broker

Summary of Experience:
Have taught Series 6, 7, 22, 27, 63, etc. for brokers. Continuing education to planners, agents, brokers, CPA's, CFP's, attorneys; taught financial planning and real estate for UC Berekely; wrote innumerable planning courses; authored No Nonsense Finance, McGraw Hill 1994. Act professionally as fee planner. Authored course accepted for 4 hours of continuing education by the State Bar of California, "Practical Investment Theory and Application".
LISTED UNDER: Financial Planning

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