Jared Paul

Background

About Jared Paul

For almost 20 years I’ve worked in the financial services industry at various Fortune 500 companies in roles ranging from VP of sales to Product Specialist. In 2017 I left my corporate job to follow my passion and work directly with people looking to grow their wealth and provide an inspirational life for their families. I wanted to simplify the money game, which is why I founded Capable Wealth. For close to a decade I’ve been helping people-Convert high incomes into real wealth -Sell their businesses for top-dollar -Protect the wealth they’ve built up over the years -Transition to retirement on their own terms -Safeguard their families Some Highlights-Helped business owner clients sell their clinics for 7- and 8-figure exits (Most recent sale for $8 million)-Saved clients six-figures ($100k+) in taxes through strategies for high-earners -Decreased clients’ insurance costs by over These are just some examples of the ways I can help high-earning Orthopedic Surgeons. I’m highly trained in areas of financial planning, investment management, and value acceleration for businesses, having earned the Certified Financial Planner designation (CFP), the Certified Investment Management Analyst (CIMA), and the Certified Exit Planning Advisor designation (CEPA).