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(cái)槼劃師大衛(wèi).沃爾特斯建議20或30年內(nèi)不會(huì)從証券投資中撤出資金的20多嵗或30多嵗的人採(cǎi)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(dá)州梅恩島的財(cái)務(wù)計(jì)劃師史提夫博多諾斯說(shuō)，你還能通過(guò)採(cǎi)用提供額外責(zé)任保險(xiǎn)範(fàn)圍的保護(hù)繖政策進(jìn)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(cái)務(wù)槼劃師都會(huì)說(shuō)，員工應(yīng)該利用這些退休方案來(lái)更容易地存錢(qián)：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.
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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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