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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
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!



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
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,


Posted By: jtp
Date Posted: May/05/2015 at 7:49pm
Originally posted by stockma stockma wrote:

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!

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


Posted By: Iamlegend
Date Posted: May/05/2015 at 9:09pm
Welcome


Posted By: ClarenceBeeks
Date Posted: May/05/2015 at 10:09pm
Originally posted by jtp jtp wrote:


Originally posted by stockma stockma wrote:

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!


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.


this made me laugh. Welcome to the forum, JTP.


Posted By: Hacksaw
Date Posted: May/06/2015 at 11:35am
Hello




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