A primary-care physician, as defined by the American Academy of Family Physicians, is a doctor who focuses on health promotion, disease prevention, health maintenance, counseling, patient education, and diagnosis and treatment, often collaborating with other health professionals. Replace 'health' with 'financial' and you'll find that today's bank financial planner is analogous to the family doc. Jason Fitzgerald, vice-president, financial planning officer and investment officer, Wealth Strategies Group, at $4.9 billion-assets Canandaigua National Bank and Trust, considers himself and colleagues "stewards of our clients' financial health." Adds Richard Henry, president of Boston-based Millennium Consulting, "Financial planning is like the Hippocratic oath for the financial industry."
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机译：根据美国家庭医师学会的定义，初级保健医师是专注于健康促进，疾病预防，健康维持，咨询，患者教育以及诊断和治疗的医生，通常与其他卫生专业人员合作。用“财务”代替“健康”，您会发现当今的银行理财计划类似于家庭文件。财富策略集团副总裁，财务规划官兼投资官Jason Fitzgerald的资产达到49亿美元，位于Canandaigua National Bank and Trust，他认为自己和同事“都是客户财务状况的管家”。波士顿千禧咨询公司总裁理查德·亨利（Richard Henry）补充说：“财务计划就像对金融业的希波克拉底誓言。”
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