Services
Investment Planning Analysis
- Item Number
- 57
- Estimated Value
- 500 USD
- Sold
- 25 USD to GoFoothill
- Number of Bids
- 1 - Bid History
Item Description
Comprehensive Investment Analysis to be performed by Megan Tarpley, CFP®, Vice President -- Financial Advisor, and Marty Livingston, Vice President -- Financial Advisor of Wells Fargo Advisors, LLC in Pleasanton. This analysis will include retirement planning, education planning, executive compensation planning, stock option planning, and investment planning.
Donated By:
Wells Fargo Advisors
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