Financial Planning Session with CFP

Item Number: 196
Time Left: CLOSED
Value: $500
Online Close: Oct 17, 2025 8:00 PM PDT
Bid History: 0 bids


Description
A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we 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. Nick is a CERTIFIED FINANCIAL PLANNER and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.
Special Instructions
You can own this exquisite experience today! You can purchase it now, and pick it up at our main office in San Francisco at 934 Howard Street, San Francisco CA. 94103 or at the night of the gala between 5-8pm.
Shipping is not available for this item. For questions, please email Fundraising@Kaiming.org.
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.