Financial Planning Session with CFPA
- Item Number
- Estimated Value
- $500 USD
- Opening Bid
- $150 USD
A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER. Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the meeting. Please note: The sessions can be done in person if local or over Zoom/Phone if needed.
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