Jared Paul, CFP®, CIMA, CSC Capable Wealth

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

Stop Planning For Retirement – The “Golden Years” Are A Myth

September 17, 2019

I know you’ve seen it before.  Those images in finance magazines showing the happy couple, somewhere in their 60’s or 70’s frolicking on a beach, basking in the sunshine, or curled up in a hammock reading a book. This is B.S. for most people.  And it isn’t something you should be striving for, either. MY […]

The post Stop Planning For Retirement – The “Golden Years” Are A Myth appeared first on Capable Wealth.

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Ep #090: Why I Love NOT Owning A Luxury Vehicle

September 16, 2019

Every purchase you make has unintended consequences. Even if you get things right with the numbers, you might be putting yourself in a position to regret your decision. In this episode we’re discussing how to look beyond the price of any purchase, and see what else it might be costing you. So get out your […]

The post Ep #090: Why I Love NOT Owning A Luxury Vehicle appeared first on Capable Wealth.

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How To Spend Freely (And Feel Good About It!)

September 10, 2019

There is a battle raging inside of most people. On one side is your “inner saver,” standing atop the walls of your financial castle, inside of which sits your hard-earned money.  The saver stands ready to protect your money – hoping to save and invest it in order to build wealth. Outside the walls, across […]

The post How To Spend Freely (And Feel Good About It!) 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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