Jon Castle
Our JOB is to make YOUR Job... OPTIONAL!
- Role
- Managing Partner and CEO at Paragon Wealth Strategies, Llc
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Jon Castle
Einstein said,\"If you can\'t explain it simply, you don\'t understand it well enough!\" Our team excels at taking complex financial concepts and explaining them simply in order to build confidence in financial strategies that can help average people live the retirement of their dreams. My duties include setting the strategic direction of our firm and chairing our investment committee. In addition to investment management, general retirement planning and holistic wealth management for clients of all wealth levels, my team also specializes in retirement planning for executives, directors, and senior workers who are eligible for benefits under the Railroad Retirement Board (RRB).
Experience
Managing Partner and CEO
Paragon Wealth Strategies, Llc
Dec 2004 — Present · Jacksonville, FL, US
Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, LLC - an independent, FEE-ONLY financial planning and investment advisory firm staffed by CERTIFIED FINANCIAL PLANNER(TM) professionals who are committed to achieving superior results for our successful clientele.
Education
United States Military Academy at West Point
Bachelor of Science
1985 — 1989
American College
Master of Science, Financial Services
2009 — 2013
College of Financial Planning
CFP, Financial Services
2000 — 2011
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