Financial Wealth Planner

2 months ago


Makati, Philippines FWD Life Insurance Phils - Team Eliza Full time

A financial wealth planner (also often called a financial advisor) is a professional who helps individuals and families manage their finances, investments, and long-term financial goals. Their role is more holistic than just focusing on investments—they consider all aspects of a person’s financial situation, including savings, taxes, retirement planning, estate planning, insurance, and risk management.Here’s a breakdown of what a financial wealth planner does:1. Assess Financial Goals and Situation2. Create a Customized Financial Plan3. Assist in Investment Management4. Provide recommendations on Estate and Legacy Planning5. Risk Management and InsuranceA wealth planner can also continue to pursue Specialization Areas :•High-net-worth individuals •Retirement planning•Family wealth planning



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    A financial wealth planner (also often called a financial advisor) is a professional who helps individuals and families manage their finances, investments, and long-term financial goals. Their role is more holistic than just focusing on investments—they consider all aspects of a person’s financial situation, including savings, taxes, retirement planning,...


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    A financial wealth planner (also often called a financial advisor) is a professional who helps individuals and families manage their finances, investments, and long-term financial goals. Their role is more holistic than just focusing on investments—they consider all aspects of a person’s financial situation, including savings, taxes, retirement planning,...


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