Unsung Benefits of the Paraplanning Path

Published: June 15, 2021, 9 a.m.

b'Jared Machen, CFP\\xae, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP\\xae, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.'