Stop in for a cup of coffee

Mitch has a brokers license. That means he can manage investments and make trades for other people. Quite different than having a CPA license.

A CPA can keep the books for you...a Broker can work to make the money for you.

Well kind of. CPA's don't "keep books" that's what book keepers do. CPA's Prepare taxes, are financial advisors, perform audits, and oversee accounting practices. When my wife was a partner at the CPA firm she was the Penson and Trust partner. She knows as much about accounting, auditing, and employee benefits as you know about pharmaceuticals. And now she has 15+ years of Government Accounting back round. She is the CFO of our city and manages all aspects of a 150 million dollar budget. And yes, it balances to the penny. She has many awards for her work.