Retirement Plan and Insurance Expert Witness
Harold "Trey" Fairman III, AIF, JD, LLM
Suite 104, Box 135
San Marcos, California 92078
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An investment advisor, tax attorney, licensed insurance agent in multiple states, a licensed life settlement broker, an Accredited Investment Fiduciary®, and a member of the California Bar. More than 25 years experience as an insurance broker and tax planner in the high-net-worth market; now providing retirement plan advisory services. Life insurance, life settlement, TOLI, STOLI, retirement plans, and premium financing are a few of the topics I address.