Virtual - Financial Planning Session


Item Number: 400x

Time Left: 1d 6h

Opening Bid: $125

Value: $500

Online Close: Jun 4, 2025 8:00 PM EDT

Bid History: 0 bids



Description

Nick Licouris, CFP® (of Gerber Kawasaki Wealth & Investment Management) has offered to Auction Bidders to conduct a 2-hour "Financial Planning Session" (virtually or by phone).  During your session, Nick will provide a Review of your current financial picture (related to Cash Flow, Insurance, Retirement Goals, Trusts, Estates, Education Planning, and his recommendations for stock options) - to provide you with his recommended Financial Plan, tailored to your needs and priorities.  His session is available virtually (by phone or Zoom).  Valid only for US Residents.  The Winning Bidder will be provided with a Certificate by email with the Contact Information to schedule your Review Session.

Donated by

Nicholas Licouris