Jared Paul (CFP®, CIMA®)
Jared Paul focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Medical Professionals
- Real Estate Investments
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Medical Professionals
- Real Estate Investments
Planning Specialties
Jared and his 3 siblings were raised by their single mother. Childhood was characterized by being on welfare, buying groceries with food stamps, and not being able to afford cleats in his first year of playing Lacrosse. This, among many other things, provided him with a deep conviction to work hard and fight for what he wants.
Jared’s mindset could be summed up by saying, “Nothing is given to you, but everything you want in life can be earned!”
Outside of the business world, Jared is addicted to being in motion. He loves working out and playing all types of sports. He has 3 siblings and amazing group of family and friends.
Jared’s mother passed away from cancer in 2013. During her life, she embodied the spirit of selflessness and helping others. Her legacy has continued on in many ways.
For years Jared has been involved in volunteer organizations and events. In 2016, he and a friend started a charity golf tournament to help raise awareness and support the fight against cancer and muscular dystrophy.
NAPFA Start Date
August 10, 2017
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