financial planner asesor financiero
| Creator: | |
| Language pair: | English to Spanish |
| Definition / notes: | An investment professional who helps individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. The role of a financial planner is to find ways to increase the client's net worth and help the client accomplish all of his/her financial objectives. |
| URL: | http://www.investorwords.com |
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