A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan.

Nick Licouris is an Investment Advisor Representative with Gerber Kawasaki. He specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients.

Nick works to ensure your customized financial plan is working to achieve each of your goals, including education funding, home ownership, and life insurance. He focuses on helping education and technology professionals, business owners, families, and individuals build, manage and protect their assets.

Nick specializes in preparing for milestones. No matter your stage in life, he aims to ensure everything is in place for clients to feel confident in taking that “next big step."

Consultation can be done in person or Skype.