Allan Roth, a CPA turned financial planning professional, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast!
Allan was suggested to us by a listener of the show, and we were very intrigued when we did a little research on Allan’s business. If you have ever thought that you could use your accounting background to launch you into the field of investment management, this show is going to be a ‘must hear’.
In this interview, we explore how Allan…
- Started in accounting due to an aptitude test he took while still in high school,
- Then got into the profession, earned his CPA certification, but then realized it wasn’t for him,
- So he went back to school and soon after continued his career in Corporate Finance,
- To then eventually start his own financial advising consulting practice in 2003, which he still operates today.
Allan has a unique perspective on investing, as you can tell from the URL for his website – www.DareToBeDull.com. I think you will not only enjoy this interview, but gain many insights that make you both re-consider how you view your investment planning as well as your career.
For more episodes on related topics, check out these episodes as well: Ben Simiskey and Steve Goodman
To listen in on this interview with Allan Roth, please click on the player below.
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