Currently an assurance associate with my CPA. Pretty miserable and already thinking of exit opps. Anyone ever go from Big4 audit to wealth management/financial planning? Interested in personal finance

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Yes lots of people do.

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Having a CPA is very helpful for financial planning, I would still consider the CFP though. I’m actually interested in doing the same thing.

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Seems like an awesome career. Great work life balance, good money (I think?), and you get to help people. Only thing is getting started with a good firm and getting clients. Not sure how long that’d take

I inadvertently stumbled into it out of public. It's a good area to be in. My title is still Senior but my Manager friends in audit make less than I do.

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Thanks for your response! Do you find it to be a rewarding career? And are you at a small, RIA firm or a larger regional branch?

I’ve been thinking about this a lot recently. Seems like a great and not too off the wall jump

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Yeah, know a few people that went to Morgan Stanley or Merrill Lynch

Thanks guys. Is a CFP usually required? I love the idea of being a financial advisor but building my own book doesn’t sound very appealing and not sure if having my CPA is helpful in that field

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