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Financial Inc\uff0c\u62c5\u4efb\u603b\u88c1\u3002\u5979\u662fFinancial Advisor\u7279\u8bb8\u8d22\u5bcc\u4f20\u627f\u89c4\u5212\u5e08\uff0cChartered Life Underwriter (CLU)\uff0cCertified Health Insurance Specialist (CHS)\uff0c\u73af\u7403\u767e\u4e07\u5706\u684c\u4f1a\u5458 (MDRT)\u3002\u516c\u53f8\u4e3b\u8981\u4e1a\u52a1\uff1a\u4eba\u5bff\/\u5206\u7ea2\/term\u4fdd\u9669, \u91cd\u75c5\/DI, \u65c5\u6e38\u4fdd\u9669, RRSP, \u6559\u80b2\u57fa\u91d1\/\u9000\u4f11\u57fa\u91d1,\u6d77\u5916\u8d44\u4ea7\u89c4\u5212, \u9057\u4ea7\u9057\u5631\u7b49\u5168\u9762financial planning\u8d22\u7a0e\u7b56\u5212\u3002<\/p>\n<p>\u66fe\u8fbe\u7fa4\u652f\u6301\u793e\u533a\u516c\u76ca\u4e8b\u4e1a\uff0c\u4f46\u884c\u597d\u4e8b\uff0c\u65e0\u95ee\u897f\u4e1c\uff0c\u5728\u793e\u533a\u62e5\u6709\u826f\u597d\u7684\u58f0\u8a89\u3002<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-7550 aligncenter\" src=\"https:\/\/worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/9-725x1024.jpg\" alt=\"\" width=\"725\" height=\"1024\" srcset=\"https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/9-725x1024.jpg 725w, https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/9-768x1085.jpg 768w, https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/9.jpg 1241w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-7555\" src=\"https:\/\/worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/11-1024x737.jpg\" alt=\"\" width=\"1024\" height=\"737\" srcset=\"https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/11-1024x737.jpg 1024w, https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/11-768x553.jpg 768w, https:\/\/www.worldchinesemedia.com\/wp-content\/uploads\/2021\/07\/11.jpg 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><strong>\u76f8\u5173\u65b0\u95fb\uff1a<\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/worldchinesemedia.com\/2019\/06\/06\/7541\/\">\u66fe\u8fbe\u7fa4\u7684\u8d22\u5bcc\u4eba\u751f: \u4f46\u884c\u597d\u4e8b\uff0c\u65e0\u95ee\u897f\u4e1c<\/a><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: 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