壽險_郭亭廷

姓名 / Name：郭亭廷 (Guo Ting-Ting)
專業職類 / Profession：壽險業 (Life Insurance Industry)
核心標語 / Core Slogan：財務規劃找亭廷，安心打拼一定行 (Turn to Ting-Ting for financial planning; focus on your endeavors with complete peace of mind.)

📌 服務項目 / Services

資產傳承 / Wealth & Asset Inheritance退休規劃 / Retirement Planning醫療保障 / Medical & Health Protection企業風險規劃 / Corporate Risk Management

📌 理想引薦合作對象 / Ideal Referral Partners

代書、律師 / Land Scribners (Scriveners) & Lawyers企業二三代 / Second and Third-Generation Business Owners上市櫃人資主管 / HR Directors of Listed/OTC Companies

📌 專業證照與財富管理架構 / Professional Credentials & Framework

專業證照 / Certifications：

CFP® 高級理財規劃顧問 (Certified Financial Planner®)人身、財產、信託、理財規劃、證券交易等證照 (Licenses in Life Insurance, Property Insurance, Trust, Financial Planning, Securities Trading, etc.)

財富管理金字塔 / Wealth Management Pyramid：

頂層：財富傳承／稅務規劃 $\rightarrow$ 達到財務自由 (Top: Wealth Inheritance & Tax Planning $\rightarrow$ Achieving Financial Freedom)

中層：退休理財／儲蓄投資／退休規劃 $\rightarrow$ 達到財務獨立 (Middle: Retirement Wealth Management, Savings & Investment $\rightarrow$ Achieving Financial Independence)

底層：風險保障／家庭責任／重大疾病／醫療保障 $\rightarrow$ 確保財務安全 (Bottom: Risk Protection, Family Responsibility, Critical Illness, & Medical Protection $\rightarrow$ Ensuring Financial Security)

📌 代表客戶 / Featured Clients順天醫藥｜駿隆機械｜台灣 HP & Intel 高管(Everest Chem-Pharm | Jun-Long Machinery | Executives from HP Taiwan & Intel Taiwan)