作品简介
现阶段,我国财富管理行业存在的诸多乱象使许多投资者蒙受巨大损失。如何在投资理财过程中避免“踩雷”是投资者面临的一大难题。本书作者基于自身多年专业投资经验及丰富的理财咨询实践,结合大量翔实的案例分析,分别从股票、房产、保险、海外投资、另类投资5个投资领域,从专业的角度一针见血指出投资过程中可能存在的“坑”,并提出具体解决办法,指导投资者更好地管理好自己的财富。
南小鹏,石榴询财CEO、江苏省理财师协会副秘书长,CFP(国际金融理财师)持证人。超过10年证券经纪、投行业务经历,多次为我国诸多高校、行业协会、银行等理财规划培训,并多次受到江苏省电视台、南京电视台、和讯网、《现代快报》、《扬子晚报》、《大众理财顾问》等媒体采访,江苏有线电视台财经节目特邀嘉宾,招商银行、新浪财经、雪球网特邀撰稿人。《中国理财师职业生态2018》总策划。
Introduction of works
At present, the chaos of wealth management industry in our country makes many investors suffer huge losses. How to avoid "stepping on the thunder" in the process of investment and financial management is a big problem faced by investors. Based on his many years of professional investment experience and rich financial consulting practice, combined with a large number of detailed case studies, the author points out the possible "pits" in the investment process from a professional perspective from five investment fields, namely stocks, real estate, insurance, overseas investment and alternative investment, and puts forward specific solutions to guide investors to better manage their wealth.
Nan Xiaopeng, CEO of Pomegranate Information Finance, Deputy Secretary General of Jiangsu Financial Planners Association, CFP (International Financial Planner) holder. With more than 10 years of experience in securities brokerage and investment banking, I have been trained in financial planning for many universities, industry associations and banks in China. I have been interviewed by Jiangsu TV Station, Nanjing TV Station, Hexun.com, Modern Express, Yangtse Evening News, Public Financial Advisor and other media for many times. I am also a special guest of financial programs of Jiangsu Cable TV Station. China Merchants Bank, Sina finance, Snowball network invited writer. Chief planner of "China Financial Planner Career Ecology 2018".