Comprehensive Financial Planning Consultation at Gerber Kawasaki
Item Number: 205
Time Left: CLOSED
Value: $500
Online Close: May 4, 2025 5:00 PM PDT
Bid History: 0 bids
Description
A two-hour financial planning session with an independent wealth and investment management firm.
During your appointment, they will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs.
You will receive your own customized financial plan upon completion of the sessions.
Special Instructions
Nick Licouris is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.
Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation.
Please note: The consultation can be done in person if local or over Zoom/Phone if needed.
There is no expiration on it and it is only US.