Services
Financial Planning Session with CFP
- Item Number
- 196
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
Item 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.
Item Special Note
You can own this exquisite experience today! You can purchase it now, and pick it up at our main office in San Francisco at 934 Howard Street, San Francisco CA. 94103 or at the night of the gala between 5-8pm.
Shipping is not available for this item. For questions, please email Fundraising@Kaiming.org.
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.
Donated By:
Nicholas Licouris
KAI MING INC stores data...
Your support matters, so KAI MING INC would like to use your information to keep in touch about things that may matter to you. If you choose to hear from KAI MING INC, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so KAI MING INC will keep your personal data secure and KAI MING INC will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.

