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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