Services
Financial Planning Session with CFP
- Item Number
- 144
- Estimated Value
- 500 USD
- Sold
- 150 USD to jb4074a83
- Number of Bids
- 1 - Bid History
Item Description
A two-hour financial planning session by Zoom or phone with an independent CERTIFIED FINANCIAL PLANNERÂÂ located in Los Angeles, CA. 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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