Jared Paul, CFP®, CIMA, CSC Capable Wealth

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About Jared Paul, CFP®, CIMA, Certified Strengths Coach

I’m Jared Paul and I’m on a mission to help people live better lives.

I want to serve individuals of my generation so they can start making smart decisions that will help change their lives, not just for some far-off goal like retirement, but for today, now!

I am the founder of Capable Wealth, a holistic financial planning firm that specializes in fee-only, comprehensive financial planning for young doctors and dentists in the early stages of their careers.

We help successful individuals bridge the gap between their current life and their dream life by creating a plan to implement smart money habits. We are here to walk with you on your journey as you grow your wealth, and discover what you are truly capable of.

I am highly trained in the areas of financial planning and investment management having earned the Certified Financial Planner ™ designation (CFP) as well as the Certified Investment Management Analyst designation (CIMA). I have worked in finance for almost a decade at some of the top firms in the industry in multiple capacities, helping to provide me valuable insight.

I strongly believe in the positive force that is created from helping others, especially those who are less fortunate. For that reason, I am a member of the FPA (Financial Planning Association) Pro-Bono Committee and work with groups such as Habitat For Humanity, and a number of other organizations committed to providing financial literacy to people in need.

I also co-founded and run a charity golf tournament to help raise awareness and support research in the fight against Cancer and Muscular Dystrophy. This is near and dear to my heart after losing my mother to breast cancer in 2013.

When I’m not helping clients live better lives you’ll find me playing sports (former college runner), learning new languages, camping/backpacking with friends, and I’ve recently taken up improv. My family and close friends are very important to me, so I spend a lot of time driving around the Northeast to visit them all.

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Recently Published

Why You Should Never Buy Lottery Tickets

February 19, 2019

The other night I stopped over at a friend’s place for her birthday. On my way over I got a birthday card, some drinks, and at the last minute, I stopped at the convenience store to buy a small stack of scratch-off tickets for her. Scratch-offs are always a fun grab-bag filler gift that people […]

The post Why You Should Never Buy Lottery Tickets appeared first on Capable Wealth.

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Ep #060: Stop Focusing On Income (And Build Wealth!)

February 18, 2019

Description Many people spend the bulk of their time focusing on increasing their level of income.  But that is only one step in the wealth-building process.  In order to truly create #FinancialFreedom for yourself, you need to take additional steps toward building wealth. In today’s episode, we’re discussing how you can make the transition from […]

The post Ep #060: Stop Focusing On Income (And Build Wealth!) appeared first on Capable Wealth.

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When To Focus On The Short-Term Vs. Long-Term Cost Of Any Purchase

February 12, 2019

In 2012 I was working in Corporate America at a major asset management company. In the Fall of that year I received a big promotion to a VP role and had to move from Boston to NYC area. As a part of my transition, I needed to purchase a vehicle in order to travel around […]

The post When To Focus On The Short-Term Vs. Long-Term Cost Of Any Purchase appeared first on Capable Wealth.

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $595+/mo
  • Quick Start Meeting: $495

SEC Records

  • Non-Registry State – New York

States Registered

  • New York

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