财务规划的成功秘诀? 找到靠谱的老师。关注冯帆的频道,每周五一个财经/理财视频教你怎么做一个明白的理财者。当然,也欢迎你直接咨询冯帆 email:ffeng@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。作为 一名 CFP® (国际认证理财师),冯帆的目标是帮助客户走上正轨, 实现他们的财富目标。
冯帆讲中文和英语双语。她在与具有多元化国际背景的客户方面拥有丰富的经验。在加入利万之前,Fan 在美林 Merrill Lynch担任顾问期间获得了 CFP®称号, 她与企业高管、企业主、个人和家庭一起 工作。 冯帆与她的丈夫乔治和狗狗住在南费城。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 狗狗和家人在一起
作为一个投资者,公司或者家庭,您如果有理财疑问,冯帆和团队提供免费咨询,也欢迎您的咨询!微信:olivabebrave
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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