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30 min financial counseling

50


50 simbi per unit - Virtual OK

I work for a fiduciary as an Investment Counselor for high net worth families. I can provide a 30 min session based on your personal financial needs. I can help with budgeting, retirement planning, credit counseling, and general investment questions. I can be as specific or broad based on your level of comfort and the information you would like to share.

Trading Preference: I’m flexible, just hit me up!

Reviews of Nick


Alycia received Unit of 30 min financial counseling from Nick
Aug 11, 2016
Nick was very helpful with his financial advice for me. I would definitely work with him again.
Join the TribeYou start with 100 once you join and offer a service.

About Nick Akhbari

I am a financial services professional with over 6 years experience working for domestic and international firms including , Wells Fargo Bank, Wells Fargo Advisers, National Australia Bank and Fisher ...Investments. I am currently registered under FINA with an active series 65 securities license.show more

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