Services
Financial Planning Session with CFP
- Item Number
- 1100
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
Item Description
One (1) two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER.
Nick Licouris 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 note: The sessions will be done over Zoom or Phone.
http://www.gerberkawasaki.com/
Item Special Note
Delivery: e-gfit certificate via email
Donated By:
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