Auction Ends: May 2, 2021 08:00 PM PDT

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Financial Planning Consultation

Item Number: 233

Estimated Value: 500 USD
Sold: 125 USD to putums

Number of Bids: 1 - Bid History

Item Description

No expiration date.

Benefit from a 2-hour financial planning session with Certified Financial Planner, Nicholas Licouris (Nick), of Gerber Kawasaki Wealth Management in Santa Monica. Nick will do a comprehensive overview, including current financial situation and insurance analysis and a discussion of goals and time frames along with risk tolerance assessment.

Donated by Nicholas Licouris, CFP, CDFA

Item Special Note

Session will be done via phone.

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