LA Marriott Business Council in support of Children's Hospital L – 2025 Children's Miracle Network Torch Relay
Auction Ends: May 4, 2025 05:00 PM PDT

Services

Comprehensive Financial Planning Consultation at Gerber Kawasaki

Item Number
205
Estimated Value
500 USD
Opening Bid
160 USD

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Item Description

A two-hour financial planning session with an independent wealth and investment management firm.

During your appointment, they 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.

 

Item Special Note

Nick Licouris is a CERTIFIED FINANCIAL PLANNERĀ® 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 US.

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