30 min financial counseling
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.
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 moreOpen to other proposals
Nick Akhbari is looking for: