Santa Monica Arts Parents Association – Sweet Serenade 2018
Auction Ends: Oct 21, 2018 09:00 PM PDT

Services

Financial Planning Consultation

Item Number
233
Estimated Value
500 USD
Opening Bid
125 USD

Item Description

A financial planning consultation with Nicholas Licouras of Gerber Kawasaki, an independent wealth and investment management firm headquartered in Santa Monica. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over skype/phone if needed. 

Item Special Note

Winning bidder will be provided with contact information for Nick Licouris to  coordinate the initial consultation.

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