Jared Paul, CFP® is the founder and CEO of Capable Wealth, a location independent financial planning firm whose mission is to empower young physicians and dentists to take back control of their money and use it as a tool to live the life they’ve always wanted.
Jared brings a fresh perspective to the world of financial planning.
His background in personal development and lifestyle design, integrated into his financial planning process, helps to create a unique and meaningful experience.
As a Certified Financial Planner, Certified Investment Management Analyst, and Gallup Certified Strengths Coach, Jared works with individuals in younger age groups that have traditionally been underserved by the financial planning industry.
Jared began his career at a subsidiary of John Hancock Financial. As he evolved through the world of finance, working for several Fortune 500 companies, he always imagined building a firm of his own; one that was focused on the success of its clients, not the bottom-line profits of the organization – a firm where he could build meaningful relationships with his clients that went beyond the numbers. In 2017, Jared made that dream a reality and founded Capable Wealth.
Additionally, Jared serves on the Pro Bono Committee of the Financial Planning Association (FPA) and heads partnerships with organizations such as Habitat For Humanity. He also presents to the public on topics encompassing all areas of personal finance and entrepreneurship.
Outside of his professional endeavors, Jared is a life-long athlete (former collegiate runner), language learner, camping/backpacking enthusiast, and has recently taken up improv.
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For more information, please get in touch or follow Jared on social media @capablewealth.
