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.
Last week I wrote about the “Wealth-Building Lessons You Can Learn From Body Builders.” If you didn’t check it out, you should pop back and take a look, it’s a quick read. In that article, I discussed the importance of understanding what it takes to build great wealth. Both the commitment to the journey, and […]
The post 5 Principles To Jumpstart Your Finances And Get Ahead appeared first on Capable Wealth.
Description Money can be a sensitive topic to discuss. What’s even more sensitive to discuss is people’s inability to properly manage their money, and how they frivolously spend on things they don’t need. In this week’s episode, we’re diving into a concept that fundamentally changed the way I think about money, and how it can […]
The post Ep #073: I Bet You’ve Never Thought About Money Like This appeared first on Capable Wealth.
I’ve been playing sports my entire life. One of the best things about playing sports is the lessons you can learn as an athlete. You learn about hard work, commitment, perseverance, victory, defeat, and much more. But it wasn’t until recent years that I realized how much you can learn about building wealth from athletics. […]
The post Wealth-Building Lessons You Can Learn From Body Builders appeared first on Capable Wealth.
- Gen Y/Millennials
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Monthly Fee: $595+/mo
- Quick Start Meeting: $495
- Non-Registry State – New York
- New York