Alarm Financial

Falk Financial Analysis is a quantitative analysis and litigation consulting firm based in Novato, CA. With over 23 years of experience, Founder and Managing Principal Elizabeth Falk, a Certified Fraud Examiner, specializes in providing expert witness testimony and preparing reports for FINRA arbitration, AAA, and state and federal court cases. Falk Financial Analysis offers expertise in portfolio performance analysis, damages calculation, fraud analysis, and concentration analysis, among other areas. Elizabeth Falk is also an active member of the Securities Experts Roundtable, serving as the organization's President-Elect and 2024 Conference Chair.Generated from the website

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website