Services
Financial Planning Session with CFP
- Item Number
- 168
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to Mother of Life Center (tax ID 222579761) on behalf of the winner.
Item 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 youÂÂre local. Valid for U.S. residents only. No expiration date. To schedule your session, please contact Nick at Nick@gerberkawasaki.com.
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