鄭莉容 Julia R. Cheng

本書簡介


《全球華人理財實操寶典》是著名的美籍華人，傑出國際註冊財務規劃師，崢嶸通寶國際集團（Global Financial Planning Bridge, Inc.）創辦人──鄭莉容博士長期實戰、豐富經驗與成功理財的集結。

本書總長近20萬字，運用鮮活的實例、生動的圖像和財務專業，深入淺出，是市面上唯一以西方的科學理財方式與華人傳統文化意識相結合的殿堂級經典。不僅教導您如何配合自己的人生目標，制定從創富、保富、享富，到傳富的整體財務規劃框架，也能大幅提升理財業務人員和全球華人的財務智商。

鄭莉容博士是美國華爾街、福布斯黑皮書五星級財務規劃顧問、27年百萬圓桌終身會員、14次頂尖會員、15次超級會員，國際龍獎（IDA）白金獎，美國郵政局發行華人肖像郵票唯一金融界紀念人物，中國經濟出版社《影響全球經濟的百大風雲人物》，美國首位獲得英國劍橋國際學院引導式培訓師、大師級國際認證Global Level 3，GAMA培訓經理榮譽獎項得主。多年來已獲得國際金融界、社區、慈善機構頒發的120多個獎項。

鄭莉容博士來美40年，自1990年以來致力於財務規劃，具備紮實的學術基礎，擁有沃頓商學院高層管理策劃學程學位、普林頓大學商業管理博士、北京大學國際關係學院傑出女性國際視野精英班結業。其公司業務涵蓋50多個發達國家及發展中國家，是美國、英國、德國、新加坡、馬來西亞、中國大陸及台灣香港地區等許多地區的成功人士、上市公司企業家與退休人士理財諮詢和服務的「導師」。



英文簡介


"The Blueprints of Practical Wealth Management" is a collection of long-term practical experience of Dr. Julia R, Cheng, a well-known American Chinese Certified Financial Planner. She is the founder of Global Financial Planning Bridge, Inc.

This book is full of vivid life stories, principal color graphs and profound financial knowledge. It is the only book on the market that combines Western scientific financial management methods with Chinese traditional culture and life styles. This book guides people with knowledge of the financial structure. This book not only guides the advisors how to make plans for their clients from creating, protecting, enjoying and inheriting their wealth, but also greatly improves financial intelligence quotient of the advisors and the clients. Being a financial adviser or an insurance agent, this book is the classic you need most when generating and enhancing the relationship with the clients. Dr. Julia Cheng is 27 years Life time Member of MDRT, 15 times of Quarter of the table qualifier, 14 times of the Top of the Table qualifier and Platinum Recipient of International Dragon Award. The only recipient in U.S Postage Stamp issues for Outstanding Chinese in Financial Services Industry. Five Star Manager listed in Wall Street and Forbes Blackbook List. She is awarded as one of the one hundred influential individual for the World Economic by the Chinese Economic Bureau . Dr. Julia Cheng has been received more than 120 awards from the financial industry, communities and Charity Organizations over the years. Dr. Rong Cheng has been in United States for 40 years and has committed to financial planning industry since 1991. She established a solid academic foundation. She has studied in the Executive Program from the Wharton Business School, an Honorable Doctorate in Business Management from Purlington University, a graduate of the Elite Female International Vision Class from School of International Relations at Peking University. Her company's business covers more than 50 developed and developing countries. She is a mentor and a speaker for successful individuals, entrepreneurs and retirees. Her company assists the small and medium-sized enterprises in the United States, Britain, Germany, Singapore, Malaysia, Mainland China, Taiwan and Hong Kong.



作者介紹

鄭莉容
註冊財務規劃師
Julia R. Cheng – CFP®, MBA, CMFC, CLTC, CSA

鄭莉容全家定居美國，養育一個女兒，她休閒時間，喜愛旅遊、攝影、閱讀、古典音樂、網球。
1981年來美自費留學，自1991年以來致力於財務規劃，擁有Series 6, 7, 24, 26, 63, 65（股票，債券，基金，共同基金，投資基金管理總監）Life, and Property & Casualty（人壽，健康，財產保險）等執照，有全美27個州的營業執照。30年來，她為美國世代居民，來自中國大陸及臺灣、香港地區、英國、德國、新加坡、馬來西亞等國家和地區的成功專業人士，企業家與退休人士、中小型企業提供卓越的理財諮詢和服務。公司業務涵蓋50多個發達國家及發展中國家。


學歷

2019 美國首位獲得英國劍橋國際學院引導式培訓師、大師級國際認證Global Level 3

2016北京大學國際關係學院傑出女性國際視野菁英班學員結業

2013美國普林頓大學工商管理博士

2008美國賓州大學Wharton School, Exec. Program

1990美國聖地亞哥州立大學金融企業管理碩士

1985美國加大聖地亞哥分校主修心理學

1982中國河南大學英美文學學士