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I would double check the income level setting. It’s the one demographic targeting that’s allowed under Google’s housing, employment, and credit restrictions. As far as I know the only financial services policies have nothing to do with targeting specifically… they are more about what products you can/can’t advertise.
That said, you should try adding qualifiers to your ads as a starting point to make it clear whom your client works with. You can use working like “high net-worth” or “1MM+ invested” etc. This will help direct the right traffic.
