Services
Financial Planning Session with CFP!
- Item Number
- 239
- Estimated Value
- 500 USD
- Opening Bid
- 100 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to CARLSBAD HIGH SCHOOL BAND BOOSTERS (tax ID 203432144) on behalf of the winner.
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 PLANNERĀ® 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. There is no expiration on it and it is only US.
Item Special Note
Upon winning this item and receipt of payment, your information will be given to the financial planner for him to contact you.
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