Services
2 Hour Financial Planning Session
- Item Number
- 188
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
Item Description
A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan. Nick specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients.
You are bidding on a 2 hour financial planning session with Gerber Kawasaki Investment Advisor Representative, Nick Licouris.
Item Special Note
Please contact nick@gerberkawasaki.com to coordinate the initial consultation.
AUCTION ITEM IS LOCATED IN LOS ANGELES, CA. Consultation can be done in person or Skype.
PLEASE NOTE: This auction has been extended until MAY 24TH.
Winning bidders will be able to pick up their items on MONDAY, JUNE 4 or TUESDAY, JUNE 5 from 9 AM to 5 PM.
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