James Dalton, M.S., MBA, CPA, CFA, CFP(r)

A former Senior Manager for KPMG, an international accounting firm, James Dalton specializes in personal financial planning, investment planning and litigation services. He was a member of the Certified Financial Planner Board of Standards, Inc.(tm) Certification Exam Pass Score Committee, and is currently a member of the AICPA and the Louisiana Society of CPAs, a member of the Financial Planning Association, and a member of the Journal of Financial Planning Editorial Review Board. He has authored Dalton Review for the CFP(tm) Certification Examination: Volume I B Outlines and Study Guides, Volume II B Problems and Solutions, and Volume III B Case Exam Book, Mock Exams A-1 and A-2, and Dalton's Personal Financial Planning Series B Understanding Your Financial Calculator, 1st and 2nd editions, as well as co-authored various other professional financial planning texts.