金融服务中的文化多样性:为什么对亚裔移民很重要

在金融服务业界历史上,多样性一直缺乏,这使得亚裔移民很难找到能代表并提供符合其特定需求和关注的建议的人。在本文章中,我们将讨论亚裔移民在金融业界面临的挑战,并提供关于如何找到只收费、信托、CFP®专业人士的提示,这些专业人士可以用他们的语言为您提供个性化、伦理性金融指导。如果您是亚裔移民,希望控制您的财务,那么这个文章就是为您准备的。收看本文章,了解更多关于金融服务中的多样性的重要性以及如何找到一位可以帮助您实现财务目标的顾问。

Read More

金融服務中的文化多樣性:為什麼對亞裔移民很重要

在金融服務業界歷史上,多樣性一直缺乏,這使得亞裔移民很難找到能代表並提供符合其特定需求和關注的建議的人。在本文章中,我們將討論亞裔移民在金融業界面臨的挑戰,並提供關於如何找到只收費、信託、CFP®專業人士的提示,這些專業人士可以用他們的語言為您提供個性化、倫理性金融指導。如果您是亞裔移民,希望控制您的財務,那麼這個文章就是為您準備的。收看本文章,了解更多關於金融服務中的多樣性的重要性以及如何找到一位可以幫助您實現財務目標的顧問。

Read More
Video, English Jason Co Video, English Jason Co

Diversity in Financial Services: Why It Matters for Asian American Immigrants

The financial service industry has a long history of lacking diversity, which can make it difficult for Asian American immigrants to find representation and advice that speaks to their specific needs and concerns. In this video, we will discuss the challenges faced by Asian American immigrants in the financial industry and offer tips on how to find a fee-only, fiduciary, CFP® professional who can speak their language and provide personalized, ethical financial guidance. If you are an Asian American immigrant looking to take control of your finances, this video is for you. Tune in to learn more about the importance of diversity in financial services and how to find an advisor who can help you achieve your financial goals.

Read More