Consultation with Barron's Top 100 Female Advisor
Item Number: 184
Time Left: CLOSED
Online Close: Nov 30, 2022 10:00 PM EST
Purchase History: 1 item sold
Find your financial peace and harmony…
Enjoy a 2-hour virtual conference with Geri Pell, CFP®, MBA, CDFA®, Private Wealth Advisor and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. and take advantage of this consultation to take a look at your financial life. Named to Barron’s list of Top 100 Women Financial Advisors for the past 12 years, Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments. With a special focus on holistic financial planning, socially responsible investing and wealth management, Geri can help you navigate through it all to help you pursue the prosperous future you have always imagined. For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan.
For more information, visit www.pellwealthpartners.com
Conference to take place Virtually, or in-person depending on scheduling availability.
Must Use By November 3, 2023