Meet Our Interns!

“I highly recommend this internship to anyone looking for a meaningful and impactful experience! I had a fantastic time meeting new people and gained invaluable insights from Jason’s deep expertise. The hands-on learning and professional growth opportunities were exceptional, making this internship truly enriching and rewarding.” – Shreya

“I would absolutely recommend this internship to those who are excited to build a foundation for working in the finance world. I’m truly thankful for the opportunity to be a part of the 2024 summer internship program at Lifelong Wealth Management. It provided me with invaluable insights and practical, hands-on experience. I’m excited to apply the skills I’ve learned as I continue my career journey.” – Avi

“You’ll gain as much from this internship as you invest in it. If you’re after a casual job or internship, this isn’t the right place. But if you’re seeking a learning opportunity with active involvement from Jason, Lifelong Wealth Management is where you should be.” – Jasmine

“This internship surpassed my expectations by equipping me with valuable knowledge and preparing me for a career in finance. I now feel more prepared and confident for future roles in the finance industry.” – Alexei

“One of the most valuable lessons I gained from this internship was the significance of connecting with people. You could possess extensive knowledge in finance, but if you can’t connect with others and communicate your message effectively, it will be difficult to build trust, especially when you depend on someone to act in your best financial interest.” – Ryan

“If you want to get into the industry this is a great place to start. You get to come here and learn all of the important fundamentals of the investment philosophy, you get to develop your knowledge in that area. Also, you have a great mentor that can help point you in the right direction.” – Braeden Kuether, second year intern

“It ended up being awesome, I was not disappointed. Going out of this I now have so much more understanding of the material Jason was trying to teach us before, the general economy, the impact of foreign relations on the stock market, etc.” – Elliot Polin

“I had an incredible experience working at Lifelong with Jason and learned so much more about finance and wealth management than I could ever expect to learn in school. Jason is extremely talented, and taught me some of the most important qualities that a wealth manager should have.” – Braeden Kuether

“I had a great time working with Lifelong Wealth Management this summer. I met a great group of people and accumulated more practical knowledge of the financial world than I could have ever hope to gain in the classroom.” – Nick Romig