Financial Consultation - Coffee & Personal Finances with Stacy


Item Number: 1720

Time Left: CLOSED

Value: $225

Online Close: Feb 27, 2014 10:00 PM PST

Bid History: 2 bids - Item Sold!

Description

 If you've been interested in getting a better understanding of your family's overall financial situation and/or your investments, sign up for 90 minutes with Stacy Tredennick, an independent Financial Advisor and Baldwin parent, for confidential, easy-to-understand, non-intimidating education. Meet in the comfort of your home or at a local coffee shop to discuss and learn what's important to YOU: your family's net worth, stocks vs. bonds, annuities, Roth IRAs and much more. No obligation for future service. This meeting will give you peace of mind and increase your confidence with financial issues, and Stacy will try to make it fun and simple!


Stacy Tredennick is in her 10th year as a Financial Advisor, starting with eight years at Merrill Lynch before moving to a top independent broker/dealer, Royal Alliance Associates. Years ago, Stacy graduated Cum Laude from UCLA in 1991 with a B.A. in Communications and Business. She prides herself on her overall breadth of personal finance knowledge, high client retention, and personable style. Confidentiality and focusing on each client's best interest is paramount.


Go to her website for more info: www.linkedin.com/in/stacytredennick

Special Instructions

Expires 3/31/2015


 

Donated by

Stacy Tredennick