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(415) 472-1655

Hours of Operation:
Monday - Friday: 6:00 AM - 6:00 PM

After Hours Appointments Available Upon Request

(415) 472-1655

Hours of Operation: Monday - Friday: 6:00 AM - 6:00 PM
After Hours Appointments Available Upon Request

Elizabeth Falk

Principal at Falk Financial Analysis

About Falk Financial Analysis

Elizabeth Falk is the Founder and Principal at Falk Financial Analysis, a firm that specializes in Securities Account Analysis and Intra-Industry Dispute reports, Litigation Consulting, and Damages Expert testimony. 

Over the past 20 years in practice, Elizabeth has prepared reports in more than 1,500 cases and testified more than 70 times. The majority of those have been FINRA cases.

Elizabeth is the current President-Elect and Webcast Committee Chair for the Securities Experts' Roundtable. Prior to this current role, she served 2 years as SER’s Treasurer and FinCom Chair.  Elizabeth has served on SER’s Board of Directors for the past 4 years. Elizabeth has been a Contributing Editor for the Securities Experts Roundtable’s publication, “The Expert’s Examiner”, since its inception in early 2019.

Elizabeth has previously been a speaker on the "Damages and Remedies" Panel at the NYSBA Securities Arbitration 2020:Deep Dive event in New York City in March of 2020, in the “Experts’ Roundtable” and “Best Use of Experts in Every Type of Arbitration Case” sessions at the 2019 PIABA Annual Meeting in Texas, in the "Demonstrative Exhibits" session at the 2010 PIABA Annual Meeting in Florida and on the "PIABA Nuts and Bolts Panel" at the 2003 PIABA Mid-Year Meeting in California.