Consultation for financial advice.
Item Number: 461
Time Left: CLOSED
Value: $1,000
Online Close: Feb 21, 2019 9:00 PM PST
Bid History: 0 bids
Description
A financial advisement consultation with an independent wealth and investment management firm. During the consultation we will review your current financial situation, prioritize your financial goals and customize a financial strategy to suit your needs. The advisor focuses on college planning, retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Donated by
Eric Schulkin