financial planner

基本解釋

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.
理財規(guī)劃師大衛(wèi).沃爾特斯建議20或30年內(nèi)不會從證券投資中撤出資金的20多歲或30多歲的人采取更積極的資產(chǎn)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.
佛羅里達州梅恩島的財務(wù)計劃師史提夫博多諾斯說，你還能通過采用提供額外責(zé)任保險范圍的保護傘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(wù)規(guī)劃師都會說，員工應(yīng)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扣除。

Working with financial planner Valentine, he reduced the number of stocks from 47 to 27.
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So she makes an appointment with a doctor, a CPA or a financial planner.
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As a financial planner, I understand the focus of business on the bottom line.
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