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The idea of a CPA/CFP combo to me makes a lot of sense and seems like if someone were to market it well they could do well. Are there any that do okay?

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Yes - and they go well together as the CFP has a huge tax planning component. More education is always better than less education when put to use effectively and for the benefit of the client

Yes I have both a tax and investment practice. If paired correctly they can be very successful. I’m actually looking at opening boutique offices throughout the southeast that pair both together all owned by one Corp for uniformity and standard setting.

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