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Apr 1, 2018 1:12 pm

Hi all:

I have a few questions with regards to becoming a wealth advisor/manager. Quick background info about me: I'm currently studying for my CPA but I find myself leaning more towards finance rather than just raw accounting. I have mutliple degrees in biomedicine after years of being premed. I have some experience with real estate investing as well as cryptocurrencies.

I'm currently at a loss with where to get started. I have no formal background in finance beyond my accounting/finance/business courses.

What should I delve into if I'm interested in starting a business in wealth management? Education, work experience, etc? What do you believe are prerequisites to being a good wealth manager? What type of track record/success do I need with my personal finances to be a good advisor to others?

Thanks for taking the time to read this!