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2 Hour Financial Planning Consultation with Top Advisor, Ziyah Esbenshade, of Pell Wealth Partners in NY

Your bid supports: Treehouse Shakers
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Overview
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Shipping
Donated by: Ziyah Esbenshade, Pell Wealth Partners

Meet Ziyah Esbenshade, CFP, CRPC, APMA, Senior Financial Advisor at Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc in New York.

During this 2-hour financial planning consultation, Ziyah will take a comprehensive look at your entire financial life, digging deep to learn more about your personal money goals, your values, and how those are reflected in your current investment strategy.

In 2018, Ziyah was named to Working Mother Magazine's Top Wealth Advisors list. With over 20 years of experience, Ziyah works with high net-worth executives, same-sex couples and families empowering them with a tailored financial plan to help them reach their goals according to their individual investment values. Ziyah is particularly passionate about working with women to enable them to comfortably take control of their finances and navigate their financial lives independently.

Don't miss this great opportunity to start developing a personalized financial plan so you can gain the confidence to focus on what matters most to you. For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan.


Dates
Dates
  • Experience expires on Jun 19, 2020.


Additional Lot Details
Additional Lot
Details
  • Valid for 2 people.
  • Duration: 2 hours.
  • The location will either be in Westchester or New York City.
  • This is a private meet and greet.
  • Length of meet and greet: 2 hours.
  • The winner may take a photo.
  • The winner can take something small to be signed.
Lot #1810401


About the Charity
About
the Charity
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Treehouse Shakers

To create original dance-plays that encourage multi-generational audiences to experience a connection to their community.

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Rules & Regulations
Rules &
Regulations
  • Experience cannot be resold or re-auctioned.
  • Cannot be transferred.
  • Blackout dates may apply.
  • Travel and accommodations are not included.
  • We expect all winning bidders and their guests to conduct themselves appropriately when attending an experience won at Charitybuzz. Polite manners and respect for the generous donor and adherence to any rules or parameters are a must.
  • To be scheduled at a mutually agreed upon date, based on the donor's availability.
Shipping
Shipping

The minimum processing and handling charge for this item is $9.95.

The minimum shipping, handling and applicable insurance charge for non-tangible items is $9.95. Detailed redemption information will be emailed to the winning bidder. The minimum shipping charge for hard copies of tickets and certificates is $14.95. The minimum shipping charge for merchandise is $19.95 (shipments outside the U.S. are subject to additional shipping and customs fees). Tickets, certificates and merchandise are typically shipped with signature required, unless otherwise specified, via professional carrier. In some cases, tickets will be left at the venue's "Will Call" window under the winner's name. Merchandise is insured for the winning amount.

For more information, email shipping@charitybuzz.com

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