Home 美國 美国财经头条每日播报 04/25/2022 — 理财师冯帆

美国财经头条每日播报 04/25/2022 — 理财师冯帆

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美国财经头条每日播报 04/25/2022 — 理财师冯帆

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理财师冯帆微信ID:olivabebrave
理财师冯帆网站:libertyonewealth.com

冯帆是 Liberty One Wealth Advisors 的创始 合伙人,在财务分析和行为金融方面拥有 深厚的背景。除了在瞬息万变的市场中引 导客户,冯帆还为她的客户实施个性化的 投资策略,帮助他们实现财务目标。作为 一名 CFP®,帆的目标是帮助客户走上正轨, 实现他们当前,将来和后代的财富目标。
冯帆毕业于德雷塞尔大学,讲中文和英语 双语。她在与具有多元化国际背景的客户 合作方面拥有丰富的经验。在加入 Liberty One Wealth Advisors 之前,Fan 在美林
Merrill Lynch担任顾问期间获得了 CERTIFIED FINANCIAL PLANNER TM 称号, 她与企业高管、企业主、个人和家庭一起 工作。 帆与她的丈夫乔治和狗狗Rocky住在 南费城。当她不忙于为您的财务未来做计 划时,她经常做拳击训练、骑自行车、与 Rocky 和家人在一起

Disclaimer:Due to various factors, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this video serves as the receipt of, or as a substitute for, personalized investment advice from Liberty One Wealth Advisors. To the extent that a reader/viewer has any questions regarding the applicability of any specific issue discussed, he/she is encouraged to consult with the professional advisor of his/her choosing.

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