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Contact Info

(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 specializing in Securities Account Analysis and Intra-Industry Dispute reports, Litigation Consulting, and Portfolio Performance Analysis / Damages Expert testimony.  Over the past 21 years in practice, she has prepared reports in more than 2,000 cases as well as testified more than 100 times in arbitration (FINRA and AAA) and court.

Elizabeth is a current Board Officer (Immediate Past President) of the Securities Experts Roundtable (SER). Before this current role, she served as the organization’s President for 2020-2021.  Elizabeth has served on SER’s Board of Directors for 6+ years.