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

How is Financial Aid Calculated?

September 9, 2026

If you have a child applying to college this year, you have almost certainly heard people talking about completing the FAFSA (Free Application for Federal Student Aid).

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…