关于investment background

问题如下：

Henlopen McZhao is a private wealth manager. After a successful introductory meeting with Nescopeck Cree, she is meeting again with this new client to plan a wealth management strategy. McZhao seeks additional personal information from Cree.

McZhao learns that Cree is 45 years old and is currently employed as an attorney Cree has a number of specific financial goals that he wishes to achieve in the future but has no particular return objective for his portfolio. Because he has been investing for 20 years, Cree is comfortable with moderate levels of market volatility. His employment provides for his current expenses, so Cree's liquidity requirements are minimal. Cree prefers to have his environmental and social concerns reflected in his investment choices.

Discuss additional personal information that McZhao should gather from Cree in order to properly advise this new client.

选项：

解释：

McZhao should obtain the following additional personal information from Cree:

• Family situation: Marital status, children and grandchildren, ages of family members
• Identification: Copy of driver's license or passport
• Additional career information: Future aspirations for career, business, and retirement
• Investment background
• More details on financial goals and risk tolerance