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I produced this video advertisement for Wealth CPAs.
“I get the question a lot, “Why did you transition from public accounting to wealth management?”
I love being a CPA and helping reduce taxes. However, in 2008 I watched a fellow CPA who I looked up to a lot delay his retirement. It was during that same time I saw clients investments go down while their taxes went up.
I realized there is a gap between people’s wealth advisor and their CPA. At Wealth CPAs we help bridge that gap.”
-Rob, Managing Partner