The Nueva School – Beyond the Yellow Brick Road
Auction Ends: Mar 22, 2018 09:00 PM PDT

Services

Oppenheimer-Financial Planning Consultation in San Francisco

Item Number
820
Estimated Value
1000 USD
Opening Bid
199 USD

Item Description

This item is for a one-hour financial planning consultation with an independent financial planner in San Francisco. During the consultation, we will review your financial goals, investments, liabilities, and risk tolerance to customize a financial plan suited to your needs.

Our financial planning specialties include college planning, retirement planning, tax-sensitive portfolio management, maximizing equity compensation, and managing inheritances for clients. 

Item Special Note

Please coordinate the date and time of the consultation with Eric Schulkin.

Donated By:

Oppenheimer & Co, Inc.

We would like to thank our sponsors....

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