Kaytlin Hall at Gerber Kawasaki Wealth Management - Financial Planning Consultation


Item Number: 506

Time Left: CLOSED

Value: $500

Online Close: Apr 18, 2021 10:00 PM PDT

Bid History: 1 bid - Item Sold!

Description

Gerber Kawasaki Wealth & Investment Mangement is a new generation of financial advisors.


Our Wealth Building Program is for younger individuals and families looking to create and implement a financial strategy to help grow their assets.


Our Wealth Management Program is designed for investors looking for full serivce, personalized investment advice and a financial roadmap.


A wide range of Financial Services, Insuance and Corporate Benefits are also offered.


Get a comprehensive, objective oveview of your financial situation, identify and prioritize goals, and develop a customized financial plan.


Bid to receive a Gift Certificate for a Financial Planning Consultation with


Kaytlin Hall at 


Gerber Kawasaki Wealth & Investment Management
2716 Ocean Park Blvd. #2022
Santa Monica, CA 90405


During the appointment Kaytlin will review your current financial situation, identify and prioritize goals, and develop a customized financial plan.


Kaytlin Hall received her B.S. Degree in finance from Roger Williams University in Bristol, Rhode Island and an MBA in Financial Planning from California Lutheran University. She is the co-director of the Women of Wealth Group (WOW) of Gerber Kawasaki Wealth & Investment Management.


Kaytlin has blended her interest in finance with her desire to help individuals and families plan their financial future and set goals for the long term. She is sensitive to the various ways that individuals are wired to think about financial planning and how daunting and confusing it can be without a personal advisor. Kaytlin specializes in college planning, retirement planning, portfolio management, and wealth/family protection. 

Donated by

Kaytlin Hall at Gerber Kawasaki Wealth Management