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Salutations all- has anyone in A71 land or knows of someone who transitioned from being an accountant or auditor to wealth advisor/financial planner and pursued the CPF licensure?
I have been doing my research and I have concluded to work for a RIA independent firm which is fee-based, would be the ideal way to go rather than a wirehouse. I am not too fond on the commission-based compensation.
Kindly opine on this subject matter.
Thank you.
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