理财规划师、个人理财规划师或财务顾问是指从事理财顾问的人,他们从事全方位的个人理财服务,为客户提供投资、保险、税务、退休和遗产规划等方面的建议。[1]
此条目可参照英语维基百科相应条目来扩充。 (2021年3月14日) |
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