Services
2 Hour Financial Planning Session
- Item Number
- 101
- Estimated Value
- 750 USD
- Sold
- 250 USD to acervenka
- Number of Bids
- 1 - Bid History
Item Description
A 2-hour financial planning consultation with an independent wealth and investment management firm. 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, college planning, maximizing stock options and managing inheritances for clients.
Item Special Note
Winner: Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the initial consultation.
Donated By:
St. Mary High School stores data...
Your support matters, so St. Mary High School would like to use your information to keep in touch about things that may matter to you. If you choose to hear from St. Mary High School, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so St. Mary High School will keep your personal data secure and St. Mary High School will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.