SUMMARY OF QUALIFICATIONS
Over 50+ years of hands-on experience as a financial consultant/planner/instructor/author.... Expertise has covered investment analysis and monitoring, estate and pension planning, living trusts, charitable gifting, sales and management (stocks, bonds, partnerships, insurance, REIT's and mutual funds), retirement planning, life and disability insurance review, securities arbitrations, taxation and national and international economic analysis. Provide expert testimony on brokerage and financial issues. Have written and taught extensively in the field.
Author
Financial Planning Fiduciary Standards under Dodd Frank 2012
The Failure of Securities Arbitration 2012
No Nonsense Finance 2003 1st edition; 2nd edition 2009
CURRENT ACTIVITY
Consulting for individuals and businesses
Updating videos for Florida Bar and continuing education for consumers and industry..
Extensive use of Quora with 1,800,000 unsolicited and independent views from 2020 to 3/11/2021.
Currently over 450,000 visits per month regarding real estate, insurance, investments, fiduciary requirements, economics.
Daily Commentary- A compilation of economic and financial issues where current material is stored and used in subsequent work. Mostly at Masters Level.
Entire site reconstruction
PROFESSIONAL EXPERIENCE
Professor/instructor for University of California at Berkeley and Irvine, University of San Francisco, Orange Coast, Santa Ana, Coastline and Scottsdale Community Colleges. Includes MBA course in Real Estate Finance, courses for the UC certificate programs "Professional Designation in Financial Planning" and "Professional Designation in Investment Real Estate" and specialized seminars.
LICENSES AND DESIGNATIONS
PhD (Real Estate)
MSFP Masters of Science in Financial Planning (Estate Planning major)
LLB Bachelor of Law
MBA Masters in Business
Bachelor of Science in Civil Engineering
Series 65 Securities License (Multi State Adviser)
Licenses inactivated
Life and Disability Insurance Analyst California (One of 30)
Registered Investment Adviser
California Real Estate Broker
California B-1 General Contractor
Series 7, 24, 27 and 63 Securities Licenses
Errold F Moody Jr
11100 N. Citrus Ave
Crystal River, FL 34428
352 794 0212