financial planner

[faɪˈnænʃ(ə)l ˈplænə]
  • 释义

    财务策划师;

数据更新时间:2026-01-03 16:54:52
1、

When you're forced into it, the key thing is to be mentally flexible, says Michael Chadwick, a certified financial planner and CEO of Chadwick Financial Advisors in Unionville, Connecticut.

被迫退休时,思想灵活十分关键。认证理财规划师迈克尔?查德威克表示,他同时也是康涅狄格州尤宁维尔查德威克财务顾问公司总裁。

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2、

This year, several professions geared toward serving the financial and health needs of an aging population made the top ten, says Lee, including audiologist, financial planner, and physical therapist.

李说,今年有好几个服务于老龄化人口金融和医疗需求的工作挤进了前10名,包括听力矫治专家、理财规划师和理疗师。

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3、

Mitch Reiner, a financial planner in Atlanta, says he has had a few clients use margin loans to finance acquisitions for their small businesses.

亚特兰大的财务规划师米彻•雷纳表示,他有几位客户利用保证金贷款为小企业收购进行了融资。

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4、

However, if you find a good financial planner, he should be able to explain everything to you in detail.

相反,如果你找到一位优秀的理财师,他能帮你解释很多理财上的细节问题。

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5、

Bringing lunch to work, even two or three times a week, cuts down on food costs, said Susan M.Cooper, a certified financial planner and manager of the New York metro branch office of AXA Advisors.

AXA Advisors纽约办公室的注册理财规划师、经理Susan M.Cooper建议大家至少每周两到三次自带便当上班。

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6、

Best Jobs Software Engineer Actuary Human Resources Manager Dental Hygienist Financial Planner Audiologist Occupational Therapist Online Advertising Manager Computer Systems Analyst Mathematician

最佳工作软件工程师保险精算师人力资源主管牙科保健员理财规划师听觉矫正专家职业治疗师网络广告经理计算机系统分析员数学家

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7、

Brian Greenberg is a college financial planner, but on a recent morning he felt more like a marriage counselor.

Brian Greenberg是一个职业理财人,但是在最近的一个早上,他感觉自己更象一个婚姻顾问。

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8、

What are you getting for that hefty annual fee you are paying your financial planner?

每一年,你都要向自己的理财顾问付一大笔咨询费,那么你从中得到了什么呢?

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9、

Since some financial planner recommend that you not spend more than 1.5% of your annual income on gifts, figure out all your expenses like those decorations or holiday meals and check out the website called christmasorganizer.com.

一些理财计划者建议在礼物方面的花费不要超过年收入的1.5%,弄清装饰,节日聚餐等等方面的所有费用,详情可登录christmasorganizer.com了解。

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10、

Each month, set aside projected mortgage and property-tax payments, maintenance costs, utilities and any other home-related expenses into a separate savings account, says Gary Smola, a certified financial planner with financial-educational firm Financial Finesse.

理财教育公司的注册理财规划师加里·斯莫拉说,“每个月,把预期的月供、房产税、维修费用、公共事业费及其他与房子相关的费用单独存入一个账户”。

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11、

Many people turn to a financial planner when they are on the brink of retirement and become overwhelmed with the task of tapping retirement accounts and pensions to replace their disappearing paycheck.

许多即将退休的人面对如何利用退休金账户和养老金以取代工资单这一问题时感到一筹莫展,这时他们便会转向理财顾问求助。

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12、

' A main weakness of this group is that they tend to buy high and sell low because of emotion and fear,'says Bryan Hopkins, a financial planner in Anaheim Hills, Calif.

加州一位理财顾问霍普金斯(Bryan Hopkins)说,感情用事型投资者的一个主要弱点是,他们往往受情绪和恐惧的倾向而高买低卖。

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13、

According to the report of China Economic Monitoring Center, about 70% residents have the demand of professional financial planner.

根据国家经济景气监测中心公布的调查结果表明,全国约70%的居民希望自己的金融消费有专业的理财顾问。

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14、

If that doesn't work for you, seek the help of a broker or a financial planner.

如果这样对你没用,那就向经纪人或财务策划师寻求帮助。

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15、

Sandy Sabean, a 49-year-old small-business owner in New York, found a real-estate agent, insurance agent and other professionals through Stacy Francis, her certified financial planner.

桑迪赛比恩(Sandy Sabean)今年49岁,是纽约州的一名小企业主。她通过自己的注册理财规划师史黛西弗朗西斯(Stacy Francis)找到了房产中介、保险中介和其他专业人员。

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16、

S degree from Nankai University , China . She is also a Certified Financial Planner in California.

同时, 她也是美国加利福尼亚州的注册金融理财师.

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17、

But you must start early and definitely set up a retirement plan, and you should hire a financial planner you trust to guide you before investing in anything.

但是,你必须早行动而且制定一个完善的退休计划,此外你还要聘请一位自己信得过的财务顾问,以便在你作出任何投资决定之前,他能对你进行指导。

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18、

But financial planner Pete D'Arruda also says it is important to make a decision about an annuity with a good financial planner. He warns that annuity agreements can be complex, and many bad ones are out there.

而财务咨询师Pete D'Arruda也指出,和懂行的财务咨询师一起商议选择年金很重要,他警告说,年金协议很复杂,坏的也掺杂其中。

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19、

It's a good idea to check with a financial planner or with your government benefits office directly.

最好能咨询财务规划师,或者直接咨询政府福利部门。

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20、

Lisa Hatcher, a financial planner in Richmond, VA who has written on the subject, says she sees it among six-figure earners as well as people who earn substantially less.

弗吉尼亚州里士满市的理财规划师丽莎•哈彻曾就此写过文章,表示自己亲眼见过收入高达六位数的家庭和低收入家庭同样存在经济暴力现象。

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21、

Giving a home also removes the option of a reverse mortgage, says Stuart Ritter, senior financial planner at T. Rowe Price in Baltimore.

巴尔的摩(Baltimore)T.Rowe Price公司的高级理财规划师斯图尔特·里特(Stuart Ritter)说,房子过户也让人失去了反向抵押贷款的选择。

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22、

Meeting with a financial planner or other professional can help by adding an unbiased third party to the equation, said Carbrey.

卡布雷表示,理财规划师或其他相关方面专家就可以充当中立的第三方,不偏不倚地帮助夫妇解决问题。

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23、

Certified financial planner ( CFP) managing public finances in accordance with our principle of fiscal prudence;

国际认可的理财师、财务策划师、财务企划师在政府财政方面,坚守审慎理财的原则;

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24、

Gabrielle Clemens, a financial planner in Boston, suggests identifying values and goals rather than speaking solely about money.

波士顿的一位理财规划师加布里埃尔·克莱门斯建议:我们明确价值和目标,而不是仅仅只谈钱的问题。

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25、

If you need a little help, get a financial planner.

如果你需要帮助,可以去找理财规划师。

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26、

Ted, a recent retiree, is talking to his financial planner Sally.

特德最近退休了, 正在和他的财务顾问萨利谈话.

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27、

On the Absence of the Brokers' Functions in the Eco-finance and the Financial Planner Regulation

论我国金融生态的经纪人职能缺失与理财规划师制度

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28、

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。

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29、

Jay Fine, a longtime financial planner based in Monroe, New Jersey, offers this easy way to put your retirement planning into high gear.

来自新泽西州门罗镇的长期理财规划师Jay Fine,给出了一个建议帮助你。

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30、

Susan Kaplan, a financial planner in Newton, Mass., spent$ 30,000 last year so her daughter Diane Kaplan, 37, could freeze her eggs.

马萨诸塞州牛顿市(Newton)的财务规划师苏珊·卡普兰(Susan Kaplan)去年花了三万美元,为37岁的女儿黛安娜·卡普兰(Susan Kaplan)冷冻卵子。

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