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Great to be here |
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stockma 
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Joined: May/05/2015 Location: Berwyn, PA Status: Offline Points: 2 |
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 Topic: Great to be herePosted: May/05/2015 at 5:20pm |
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I'm brand new to the financial planning community. I'm a CPA and have spent my entire 30+ years in expatriate tax. Now looking to branch into financial planning for newcomers to the US, thinking this is an underserved target market.
I hope to take the PFS exam this summer. After that I'll look at the Series license. thanks!
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SometimesNowhere
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Joined: Mar/11/2010 Status: Offline Points: 13989 |
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Posted: May/05/2015 at 5:41pm |
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Welcome. We're glad you're here because without the brilliant mind of the CPA we'd be lost.
Edited by SometimesNowhere - May/05/2015 at 5:41pm |
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luvindy
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Joined: May/17/2010 Status: Online Points: 28221 |
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Posted: May/05/2015 at 5:51pm |
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In before NumbersCPA
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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jtp
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Joined: Aug/10/2014 Location: U.S. Status: Offline Points: 963 |
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Posted: May/05/2015 at 7:49pm |
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Don't be offended stockma. We recently had a traumatic experience with a CPA. They soften up gradually. Like an old, drunk, verbally-abusive uncle.
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knock knock. who's there? you're new financial advisor
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Iamlegend
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Joined: Mar/09/2010 Status: Offline Points: 23767 |
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Posted: May/05/2015 at 9:09pm |
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Welcome
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ClarenceBeeks
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Joined: Aug/31/2011 Status: Offline Points: 14334 |
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Posted: May/05/2015 at 10:09pm |
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 this made me laugh. Welcome to the forum, JTP.
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Hacksaw
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Joined: Mar/27/2010 Status: Offline Points: 35113 |
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Posted: May/06/2015 at 11:35am |
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Hello 
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stockma wrote: