Financial Consultation - two hours of sound financial advice


Item Number: 337

Time Left: CLOSED

Value: $350

Online Close: Mar 18, 2011 10:00 PM PDT

Bid History: 1 bid - Item Sold!

Description

Two hour meeting with an experienced Independent Financial Advisor geared to your needs. Complete confidentiality, objective advice and guidance on investments, education and retirement planning, saving budgeting and more.


STACY M. TREDENNICK, CFM
Financial Advisor

Stacy joined Merrill Lynch in 2002, then joined Royal Alliance Associates as an Independent F.A. in January 2011, following a successful career at FedEx and a foray into the Dot.com world. Raised in a family of financial professionals, Stacy graduated Cum Laude from UCLA in 1991 with a B.A. in Communications and Business.

She prides herself on offering a high degree of personal service, integrity and commitment through ongoing client education and proactive communication. Stacy’s strengths include helping clients with wealth management strategies and alternative investments.

Donated by

Stacy Tredennick