financial planner

常见例句

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.
理财规划师大卫.沃尔特斯建议20或30年内不会从证券投资中撤出资金的20多岁或30多岁的人采取更积极的资产分配。
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.
佛罗里达州梅恩岛的财务计划师史提夫博多诺斯说，你还能通过采用提供额外责任保险范围的保护伞政策进一步减少成本。
Almost any financial planner will say workers should use these plans to save money easily: often directly from their wages.
几乎所有财务规划师都会说，员工应该利用这些退休方案来更容易地存钱：往往直接从他们的工资中扣除。

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