Services
Financial Planning Session with CFP
- Item Number
- 273
- Estimated Value
- 500 USD
- Sold
- 190 USD to jwaf9f2b6
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to PA 139 (tax ID 46-5238225) on behalf of the winner.
- Number of Bids
- 5 - Bid History
Item Description
A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNERÂÂ. 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 will be done over Zoom or Phone.
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