{ "media_type": "text", "post_content": "Currently in public accounting but want to specialize and focus on managing client's money (In terms of a budgeting perspective) and helping them save money. I assume this would go towards the tax planning and CFP route. Not sure how to ask my boss and present it this method. Thoughts?\n", "post_id": "5fc68dd8a7984a001a237625", "reply_count": 2, "vote_count": 1, "bowl_id": "564a5cdb94887803001dd07c", "bowl_name": "Accounting" }

Currently in public accounting but want to specialize and focus on managing client's money (In terms of a budgeting perspective) and helping them save money. I assume this would go towards the tax planning and CFP route. Not sure how to ask my boss and present it this method. Thoughts?

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What about a PFS.? Goes along with CPA

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Haven't looked into that.

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