Please help me get this message out!!
I am a 23 year veteran of the "independent" investment advisor industry. I spent nine years in public accounting before becoming a personal financial planner and investment advisor. My specialty is "Taking Care
After spending nine years in public accounting I realized that my calling was to make the lives of the people I work for better. I realized that I could not have this effect on their futures by being an accountant. At that point I realized that I had wanted to be an investment advisor before entering the public accounting profession. [+]
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