薇薇安是一位特許財務分析師 (CFA Charterholder) 與金融風險管理師 (Certified Financial Risk Manager),住在矽谷。身爲孩子的媽,覺得理財是孩子該學會的重要生活技能之一。但是孩子在學校學習理財的機會有限,所以薇薇安開設這個頻道,希望以深入淺出的方式介紹理財,讓零基礎的孩子們都可以輕鬆學習。
這個頻道的另一個目標是分享全方位理財規劃的知識,包括現金流、保險、投資、稅務、退休及遺產規劃等。因為每個家庭的需求不同,理想的理財規劃需要量身打造,如果事先有做好自己的功課,理財規劃就可以更順利。這個頻道不銷售任何金融產品及服務,只分享知識。薇薇安希望成為大家增進財商的好夥伴。
I am a CFA Charterholder and a Certified Financial Risk Manager living in Silicon Valley. I believe financial literacy is an essential life skill, yet children have limited opportunities to learn personal finance in school. My aim is to introduce financial literacy in a simple way, making it easy for those with little knowledge to grasp.
Another goal of this channel is to share knowledge on all aspects of financial planning. Noting financial planning is highly personalized, please consult your financial advisor for your situation. This channel serves an educational purpose only and does not provide advices for buying or selling any financial products or services.