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Financial Planning
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FMV: $500

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Financial Services provided by:

Daniel Mezzera

During your appointment, we take a comprehensive overview of your financial situation:

*Review current financial situation and insurance analysis.

*Discussion of goals and time frames along with risk tolerance assessment in initial consultation.

*Develop and implement a customized financial plan.

*Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more.

Investment Advisor Representative

Gerber Kawasaki Wealth & Investment Management

2716 Ocean Park Blvd Ste 2022

Santa Monica, CA 90405
(310) 399-6397

[email protected]

http://www.GerberKawasaki.com

Donated By Daniel Mezzera