Abbott Susanna

I have extensive experience in the financial and investment fields and have been working in the field of financial planning for more than 5 years. Through an in-depth understanding of clients' financial goals and risk tolerance, I have developed comprehensive financial plans for clients, including portfolio management, retirement planning, Tax strategy and risk management, I have excellent financial analysis skills, can deeply analyze the financial status and goals of clients, skillfully use investment analysis tools to provide clients with investment proposals that balance risks and returns, have excellent communication skills, and can establish relationships with clients. Trusting relationship, clear communication of financial planning advice, proficient in tax regulations and planning, able to provide customers with the best tax optimization plan