Financial Planning Session with CFP
Item Number: 269
Time Left: 1d 3h
Opening Bid: $167
Value: $500
Online Close: Aug 10, 2025 12:00 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. 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 U.S.
Before bidding, please see our General Terms & Conditions below.
Special Instructions
All sales are final. There will be no exchanges or refunds.
Unless otherwise indicated above, items will need to be picked up by the bidder at either of the following locations/dates:
- September 6, 2025: San Joaquin Swiss Club, 110 North Manley, Ripon, CA 95366
- September 13, 2025: Swiss Park, 5911 Mowry Ave, Newark, CA 94560
Bidders must be 21+ years old to bid.
Shipping and handling charges (if any) must be paid by the bidder.
Payments must be made via credit card. A transaction fee (5%) and a credit card processing fee (3.4% + $0.35) will be added to the bid amount and charged to the bidder’s credit card.
If required under applicable law, sales tax will be added to the bid amount and charged to the successful bidder’s credit card.
All items are sold as is. While we do our best to describe and catalog items correctly, we neither warrant nor represent and in no event shall be responsible for the correctness of descriptions, genuineness, authorship, provenance or condition of the items. No statement made on this platform, our website, social media or elsewhere, shall be deemed a warranty, representation, or assumption of liability.
Our items have not been independently appraised. The item value indicated above is only an estimate of the item’s market value. The amount you pay above our market value estimate may or may not be tax deductible as a charitable contribution. Please consult your tax adviser to find out if and to what extent your purchase is tax deductible in your jurisdiction.
Any item sold but left unclaimed by October 31, 2025, will be offered to the next highest bidder for purchase at the next highest bid amount. Payments made for unclaimed auction items will not be refunded.