Expert Witness Testimony

With more than 40 years in practice Frank’s knowledge of insurance is unparalleled. His resume also includes more than 30 years as an investment advisor which gives him a holistic view of how insurance fits into a complete financial picture.

But as an expert witness he offers more than just a vast store of knowledge. Frank’s calm demeanor — coupled with the ability to explain things in a clear and uncomplicated way — play well in the courtroom. His testimony is invaluable.

Specialties | Insurance and Financial

Life Insurance
Annuity
Annuities
Suitability
Lapse
Life Settlement
Renewal
Conversion

Estate Planning
Disability Insurance
Long Term Care Insurance
Bad Faith
Beneficiary
trusts
STOLI
TOLI

Standard of Care
Expiration
Misrepresentation
Life / Disability Analyst
Broker Responsibilities
Agent Responsibilities

Additional Information

Certifications

  • Chartered Financial Consultant (ChFC) | American College of Financial Services
  • Chartered Life Underwriter (CLU) | American College of Financial Services

Education

  • SUNY, Buffalo, New York | BA Political Science
  • United States Navy | Submarine Qualified

Employment History

  • 2011-Present | Owner, Stratus Financial Partners
  • 2006-2011 | Life Specialist, Trinity Financial Partners
  • 1973-2005 | Senior Agent / Investment Advisor, Prudential Insurance Company

Licenses

  • CA Licensed Life Settlement Broker, 2020
  • CA Licensed Life & Disability Analyst, 2017
  • CA State Variable Life & Variable Annuity, 1983-present
  • FINRA Series 6 & 65 Investment Advisor, 1982-2018
  • CA State Life Insurance Agent, 1978-present
  • CA State Property & Casualty Agent, 1978-2006
  • NY State Property & Casualty Agent, 1974
  • NY State Life Insurance Agent, 1973

Professional Affiliations

  • American Society of Financial Services Professionals (FSP)
  • Arrowhead Chapter Financial Services Professionals (Past President)
  • National Association of Estate Planning Councils (NAEPC)
  • Riverside Estate Planning Council
  • San Bernardino Estate Planning Council (Past President)
  • Past Life & Qualifying Member of the Million Dollar Round Table