Great to be here
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=12384
Printed Date: Mar/26/2026 at 5:35pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Great to be here
Posted By: stockma
Subject: Great to be here
Date Posted: 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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Replies:
Posted By: SometimesNowhere
Date Posted: May/05/2015 at 5:41pm
| Welcome. We're glad you're here because without the brilliant mind of the CPA we'd be lost. |
Posted By: luvindy
Date Posted: May/05/2015 at 5:51pm
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In before NumbersCPA ------------- 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, |
Posted By: jtp
Date Posted: May/05/2015 at 7:49pm
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. ------------- knock knock. who's there? you're new financial advisor |
stockma wrote:Posted By: Iamlegend
Date Posted: May/05/2015 at 9:09pm
| Welcome |
Posted By: ClarenceBeeks
Date Posted: May/05/2015 at 10:09pm
 this made me laugh. Welcome to the forum, JTP.
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Posted By: Hacksaw
Date Posted: May/06/2015 at 11:35am
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Hello 
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