Professional Services
Financial Planning Consultation by Kaytlin Hall at Gerber Kawasaki
- Item Number
- 243
- Estimated Value
- 500 USD
- Sold
- 200 USD to clcdd5860
- Number of Bids
- 1 - Bid History
Item Description
A financial planning consultation with an independent financial advisor at Gerber Kawasaki Wealth Management
During the appointment your current financial situation will be reviewed, identify and prioritize goals, and develop a customized financial plan.
Specializing in College planning, retirement planning, investing, and wealth/family protection are their specialty.
Wealth Building:
This is for younger individuals and families looking to create and implement a financial strategy to help grow their assets. The focus is on teaching clients the different methods to accumulate savings and invest appropriately. As well, build and implement a personalized financial strategy to help you pursue your life goals.
Wealth Management:
This program is designed for investors looking for full service, personalized investment advice and a financial roadmap. Using the latest technology to monitor, track and research investments, but when it comes to individual stock, bond and investment selection, GK pick them the old fashioned way, through human investigation, hard work and focus.
Item Special Note
You will be notified by e-mail if you are awarded the winning bid. You will have the option to pick-up your items at Will Rogers Learning Community at specified dates and times or have your items shipped. If shipment of your item is required, shipping charges will apply and will be billed to your account. All items are shipped with tracking. The shipper, not Will Rogers Learning Community, is responsible for successful delivery.
Donated By:
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