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

How To Cut Expenses By Simply Asking For Discounts

December 11, 2018

One of the easiest ways to increase your financial stability is to avoid spending money you don’t have to. It sounds pretty simple, but so many of us struggle to accomplish this. Over the last few years I’ve made it a habit to ask for discounts for most everyday purchases. If I’m buying a new […]

The post How To Cut Expenses By Simply Asking For Discounts appeared first on Capable Wealth.

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Ep #050: Should You Cut Expenses Or Increase Income?

December 10, 2018

Description How many times have you been told that you need to cut your spending?  Or that you need to get your budget in order so you can save more? These are valid points, but they aren’t the only way to get your finances in order. In fact, focusing on increasing your income can be […]

The post Ep #050: Should You Cut Expenses Or Increase Income? appeared first on Capable Wealth.

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How To Cut Spending With The “72-Hour Test”

December 4, 2018

About 3 months ago I was chatting with a friend who isn’t the most technologically savvy individual. At one point in the conversation he was talking about all of the errands he had to run, and the items he needed to buy. I haphazardly mentioned that he should just order the stuff on Amazon, not […]

The post How To Cut Spending With The “72-Hour Test” 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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