Monterey Bay Charter School – 2019 Monterey Bay Charter School Spring Auction Party
Auction Ends: Mar 23, 2019 08:30 PM PDT

Services

2 Hour Financial Planning Session

Item Number
143
Estimated Value
$500 USD
Leading Bid
$167 USD
Number of Bids
1  -  Bid History

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Item Description

A financial planning session 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. You will receive your own customized financial plan upon completion of the meeting. We are a new generation of financial advisors with a mission that is defined by three core principles: Fiduciary, Independence and Personalized advice. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances/trusts for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

Special Instructions

A 3.4% processing fee will be applied to all winning bids. 

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