Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.

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Because people are stupid and they also don't know the difference or if they figure they can get two types of advice for one chunk of money!

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Yup. I agreed. Kind of like my pharmacist. I know he’s a smart dude but would never expect him to replace my primary care physician.
The two serve totally different functions.

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I had an 80 year old client call me to do their taxes yesterday. I explained to her the differences in the financial professions. Hey, at least she called me!

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