Your finances in balance, your life in harmony – A financial planning consultation with top Barron’s Private Wealth Advisor, CEO of Pell Wealth Partners Geri Eisenman Pell (CFP®, MBA, CDFA™).
Enjoy a personalized, or small group consultation with Financial Advisor, Geri Eisenman Pell, CFP, MBA, CDFA! Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments. Her focus is on helping high net worth clients plan their financial goals for a lifetime and beyond. She believes that when done right, financial planning can be a life changing experience, re-aligning your relationship with wealth. Geri is a firm believer in the idea that working on money, investment and family issues should be a healing, non-stress-inducing process. Geri believes that financial planning can be a healthy modality, realigning your thought process and relationship with wealth. As a certified Divorce Financial Advisor, she helps navigate the financial and emotional issues of divorce. She is an exceptional facilitator who brings people together to discuss behavioral finance issues and the emotions of money. Clients often tell her she sits at the intersection of money and life.
Geri Pell is the 2019 Business Council of Westchester Hall of Fame: Women in Business Honoree. She has been named to the Financial Times Top 400 Advisor List and is a sought after speaker on CNBC, Fox Business News, and in Westchester Magazine. She has also been quoted in and written articles for The Wall Street Journal, The New York Times, USA Today, Financial Planning, Financial Advisor and Registered Rep Magazines. Geri has had the distinct honor of being recognized as one of the Top 100 Women Financial Advisors in the country by Barron’s Magazine from 2009-2019. She was also named to the Barron’s list of Top 1,200 advisors in the country in 2014-2019.
This is your opportunity to use this as a unique small group time with Geri (perfect for families, or couples), or keep a wealth management consultation all to yourself!
You will have meet with Geri in New York City, Rye Brook or via phone or Skype, depending on your preference.
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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.
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