Services
Financial Planning Session with CFPî Package #2
- Item Number
- 151
- Estimated Value
- $500 USD
- Opening Bid
- $50 USD
Item Description
A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.
https://www.gerberkawasaki.com/
Item Special Note
Limited to successful bidders located in the USA only. There are no restrictions to this offer, service can be used at any time.
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