Services
Financial Planning Session with CFP
- Item Number
- 320
- Estimated Value
- 500 USD
- Sold
- 167 USD to ss3254cfb
- Number of Bids
- 1 - Bid History
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 PLANNER� and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.
Item Special Note
The winning bidder will receive a digital certificate.
The winning bidder will be contacted within 7 business days or sooner after the auction closes, using the information provided by the bidder during the Bidding for Good registration. Please verify that your information is up to date.
Donated By:
Nicholas Licouris
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Dominique Steinberg Israels
Luca Lanzetta Group