Jared Paul, CFP® is the founder and CEO of Capable Wealth, a financial planning and business consulting firm whose mission is to empower business owners to accelerate the value of their businesses and protect their family’s wealth.
Through a repeatable process we can help you reach new levels of success, and show you what you’re truly capable of.
His background in exit-planning integrated into his financial planning process helps to create a unique and meaningful experience for entrepreneurs.
As a Certified Financial Planner, Certified Investment Management Analyst, and Certified Exit Planning Advisor, Jared works with business owners through the financial planning and value acceleration method.
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 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 has served in various capacities such as the Pro Bono Committee of the FInancial Planning Association (FPA) in charge of partnerships with organizations such as Habitat for Humanity.
Jared also founded a charity golf tournament dedicated to raising awareness and supporting research in the fight against Breast Cancer and Muscular Dystrophy. Each year hundreds of people from multiple states attend, raising tens-of-thousands of dollars for two great causes.
Outside of his professional endeavors, Jared is a life-long athlete (former collegiate runner), health and fitness enthusiast, language learner, and lover of the outdoors including hiking the Adirondack mountains in upstate New York.
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For more information, please get in touch or follow Jared on social media @capablewealth.
