Financial Planning Session with CFP


Item Number: 130

Time Left: CLOSED

Value: $500

Online Close: Jun 1, 2025 10:00 PM EDT

Bid History: 1 bid - Item Sold!



Description

A two-hour financial planning session with Nick Licouris, CFP®, of Gerber Kawasaki Wealth & Investment Management. During your session, Nick will provide a comprehensive review of your current financial picture, including cash flow, insurance, retirement goals, trust and estate considerations, education planning, and strategies for employee stock options. You'll receive a fully customized financial plan tailored to your needs and priorities. Sessions are available virtually (Zoom or phone) or in person if you're local. Valid for U.S. residents only. No expiration date. To schedule your session, please contact Nick at Nick@gerberkawasaki.com.

Donated by

Nicholas Licouris