Investopedia's high quality content is written by experts and fact checked to ensure that our readers are receiving the most accurate and timely information. The Financial Review Board takes our commitment to accuracy one step further. Composed of professionals with a wide range of expertise in the financial industry, the review board includes university professors, certified financial planners, certified public accountants, entrepreneurs, analysts, economists, investors, and tax experts. Members of the board read, review, and provide updates on our content to our editorial team so that the readers of Investopedia can feel empowered to make smarter financial decisions with the most accurate information.
Who Is On The Board?
The Financial Review Board includes experts with more than 100 years of combined financial experience, across every facet of the economy and personal finances. These experts were carefully selected based on their credentials and ability to communicate complex information to a broad readership to ensure our articles are empowering, unbiased, accurate, and inclusive.
Anthony Battle is a financial planning expert, entrepreneur, dedicated life long learner and a recovering Wall Street professional. He has been working in the finance industry for 15+ years and is a fierce advocate for including financial literacy as a basic educational requirement in public education.
Michael Boyle is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm wide technology migrations, conducting education for financial planners, and becoming a subject matter expert on regulatory changes.
Thomas Brock is a well-rounded financial professional whose investment experience includes oversight of a $4 billion portfolio for an insurance group; varied finance and accounting work includes credit analyses, the development of multiyear financial forecasts, and the evaluation of capital budgeting proposals and investment opportunities.
Dr. JeFreda R. Brown is a financial consultant, educator, entrepreneur, and researcher. She has 20+ years of professional finance experience across federal, nonprofit, corporate, and academic sectors. She is extremely passionate about helping others become financially literate, develop strong financial skills, and establish lasting financial health and wellness.
Tom Catalano holds the coveted CFP® designation from The Certified Financial Planner Board of Standards in Washington, DC, and is a Registered Investment Adviser with the state of South Carolina. In a professional career that spanned over 30 years in the Information Technology industry, Tom held a variety of executive leadership positions in sales, product development, business development, marketing and strategic planning in the Fortune 25 arena.
Doretha is a corporate IT executive and professor for 34 years. She has been a real estate investor in CA and CT for 21 years and trades equities, fixed income securities and derivatives to maximize retirement income. She advises on debt, credit repair, government mortgage funding and down payment assistance and tax savings on properties in HUD opportunity zones and enterprise zones.
During his half-decade career in the fields of accounting, tax strategy, and financial analysis, David has developed a reputation for technical expertise and the ability to distill complex financial concepts down to terms anyone can digest. He has helped individuals and companies worth tens of millions achieve greater financial success.
Julius' business experience is dynamic and includes leading the finance and operations management teams of companies in multiple industries which include real estate, logistics, financial services, and non profit organizations.
Within the realm of finance, Julius' experience includes corporate finance, supply chain finance, equities research, and academia, serving as a Lecturer at King Saud Universiy in Riyadh, Saudi Arabia.
Charles is a nationally recognized capital markets specialist and educator who has spent the last three decades developing in-depth training programs for burgeoning financial professionals. He has spent over three decades as a financial educator, involved in the creation and delivery of capital markets and financial services training programs tailored to the needs of both individuals and major financial institutions.
Brandon is a financial planner with expertise in retirement, investing, and taxes. He has a well-rounded perspective on personal finance as an academic, practitioner, and writer.
His professional certifications include the Certified Financial Planner designation, Retirement Income Certified Professional, and Enrolled Agent.
Samantha Silberstein is a Financial Consultant and Financial Literacy Coach. She is a CERTIFIED FINANCIAL PLANNER™ currently based out of Northern California. She provides financial education and advice through 1:1 sessions, customized workshops and personalized webinars. Her day to day is filled with 1-on-1 conversations about 401ks/403bs, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings, and other non-retirement saving options/vehicles.
Andy Smith is a self-employed consultant, Certified Financial Planner (CFP®), licensed realtor and educator. He is an expert on investing, loans, and financial planning. He has been a financial manager and investor for more than 35 years. Andy received his MBA from Rivier University, his Master’s in Personal Financial Planning from the College for Financial Planning, and his Bachelor’s from the University of South Carolina in Real Estate and Finance.
Chip Stapleton is a Financial Analyst, Angel Investor, and former Financial Planner & Business Advisor of 7+ years. He currently holds a Series 7 and Series 66 licenses. He has experience with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.
Lea D Uradu, JD is an American Entrepreneur and Tax Law Professional who has occupied both the tax law analyst and tax law adviser role. Lea's passion for tax law and economic justice drove her to establish L.A.W. Tax Resolution Services, LLC located in Baltimore, MD, where she helps clients to navigate their personal income taxes and associated tax matters.
How Does The Review Board Work?
Articles are assigned to review board members based on their areas of expertise. Members thoroughly read and evaluate each article for accuracy and relevance. They provide feedback to the Investopedia editorial team to make adjustments. Once this is done, the article receives an official stamp at the top of the page that indicates it has been reviewed by a member of our Financial Review Board.
How Do I Know If An Article Was Reviewed?
You’ll notice a blue check mark at the top of the article next to the author’s name if an article was reviewed by a member of our Financial Review Board. We are working to get every article on Investopedia reviewed by our Financial Review Board members.
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