Nick Licouris, CDFA with Gerber Kawasaki - Financial Planning Consultation
Item Number: 381
Time Left: CLOSED
Value: $500
Online Close: Oct 8, 2018 10:00 PM PDT
Bid History: 0 bids
Description
Nick Licouris, CDFA with Gerber Kawasaki - Financial Planning Consultation
A financial planning consultation with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over skype/phone if needed.
Nick Licouris, CDFA with Gerber Kawasaki
- 3767 Clarington Ave Apt 110 Los Angeles, California 90034
NOTE: Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.
Special Instructions
Pick up your item at the Rogue Valley YFC Office:
- 529 Edwards St. Medford, Oregon 97501
Bidder is responsible for paying for shipping if needed.
Contact us at:
www.roguevalleyyfc.org - (541) 779-3275 - office@roguevalleyyfc.org
Thank you for caring about the youth!
