Using a conversational and accessible style, readers learn how to build a well-balanced portfolio and what investments the author recommends to his clients while avoiding annoying industry jargon. The author shows the reader practical steps they can take to gain control of their financial plan. Throughout the book, the author offers real-life examples based on his own clients’ experiences.
|Sold by:||Barnes & Noble|
|File size:||2 MB|
About the Author
Charles C. Zhang, C.F.P., Ch.F.C., C.L.U., C.M.F.C., C.F.S. is rated American Express's #1 financial adviser and is the face of American Express in several of the company's national ads. He is ranked as one of today's premier financial advisers by Worth.
Lynn L. Chen-Zhang, C.P.A., C.F.P. is a financial adviser with American Express Financial Advisors.