LA Marriott Business Council – 2024 Children's Miracle Network Torch Relay
Auction Ends: May 4, 2024 05:00 PM PDT

Services

Financial Planning Session with CFP Investment Advisor

Item Number
133
Estimated Value
500 USD
Leading Bid
50 USD
Number of Bids
1  -  Bid History

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Item Description

A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNERĀ® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.

Please note: The consultation can be done in person if local or over Zoom/Phone if needed.

Item Special Note

There is no expiration date for this award and certificate can be used at any time. This award may also be gifted to another person to use.

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