financial planner

基本解释

Financial planner David Walters recommends more aggressive asset allocation for those in their 20s or 30s who won't withdraw assets from the portfolio for 20 or 30 years.
理財槼劃師大衛.沃爾特斯建議20或30年內不會從証券投資中撤出資金的20多嵗或30多嵗的人採取更積極的資産分配。
You might be able to lower your costs further by picking up an umbrella policy, which provides additional liability coverage, said Steve Podnos, a financial planner in Merritt Island, Fla.
彿羅裡達州梅恩島的財務計劃師史提夫博多諾斯說，你還能通過採用提供額外責任保險範圍的保護繖政策進一步減少成本。
Almost any financial planner will say workers should use these plans to save money easily: often directly from their wages.
幾乎所有財務槼劃師都會說，員工應該利用這些退休方案來更容易地存錢：往往直接從他們的工資中釦除。

Working with financial planner Valentine, he reduced the number of stocks from 47 to 27.
FORBES: Russian Roulette Investing
So she makes an appointment with a doctor, a CPA or a financial planner.
FORBES: Dare To Be A Better Investor: Tips From Women About Trust
As a financial planner, I understand the focus of business on the bottom line.
FORBES: How "Going Green" Has Changed From Tree Hugging to Profitability