Wealth Planning
Creating comprehensive financial strategies for high-net-worth clients covering investments, tax optimization, estate planning, and risk management.
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Why It Matters
AI robo-advisors manage routine portfolios, but wealth planners who navigate complex family dynamics, multi-generational transfers, and bespoke tax strategies provide the personalized counsel that high-net-worth clients require.
How to Get Started
Pursue the CFP (Certified Financial Planner) or CFA designation, study advanced estate and tax planning, and gain experience at a wealth management firm or family office.
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