Jack Bertelson, Author at Together Planning

About Jack Bertelson

Jack is a high school senior who has worked a few hours per week as a Financial Planning Assistant and now Paraplanner for Together Planning since his sophomore year. He earned Financial Paraplanner Qualified Professional™ designation in 2026.

Entries by Jack Bertelson

Tradeoffs in Life and Financial Planning

June 2, 2026

As I have worked in the financial planning field for the past year, it seems that in life and financial planning, everything is a tradeoff.

Feeling Lucky?

January 14, 2026

We hope you enjoy this fun article written by our Financial Planning Assistant, Jack Bertelson. Jack is doing a great job for us and is learning a lot about financial…