Meet Our Interns!

2019 Summer Interns

Would you recommend the Lifelong Wealth Management internship programs to your peers?

“100% absolutely… an internship like this I got actual real hands-on experience with meaningful work.” – Manav Kapoor (Pictured 3rd in order from left to right)

“Of course, because 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 (Pictured on the far right)

Did this internship meet or exceed your expectations?

“Definitely exceeded them.. 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 (Pictured on the far left)

“It exceeded. I was a little scared coming in, a little nervous because I did not have any prior experience. But it exceeded my expectations and it was really fun.” – Kiara Meyer (Pictured 2nd  in order from left to right)



2018 Summer Interns

“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 (pictured left)

“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 (pictured right)

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598