About My Practice
PARAGON: Helping successful individuals and families make work... OPTIONAL!
Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.
Maybe you have already made the leap into retirement. Wherever you are on The Retirement ContinuumTM, one thing remains constant: Successful retirement requires effective management of your financial affairs. Most people wish to retire only once; this requires that you do it right - the first time!
PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNERTM professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.
Jon Castle serves as Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, LLC. He is recognized as an astute money manager and highly skilled financial advisor. Jon uses straightforward communication skills to distill complex concepts into easily understood ideas. This approach allows clients to feel more successful, because they focus on what's really important in their lives instead of getting trapped in minutiae and details.
Mr. Castle graduated from the United States Military Academy at West Point and served as an officer in the U.S. Army until he entered the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Chartered Financial Consultant designation. He specializes in retirement planning, estate planning, retirement income optimization, and multi-generational wealth transfer techniques. Jon was the author of the community column "WealthGuards" for the Florida Times-Union, the co-host of the popular call-in financial talk radio show "Financial Feud," and teaches comprehensive retirement planning courses held at University of North Florida as part of their "LearnJax" adult-learning program. He has also been a frequent guest lecturer on wealth preservation topics at the Florida Coastal School of Law and on business aspects of the financial industry at large at the University of North Florida.
Jon is a Master Mason in the Virginia Masonic Lodge and a member of Rotary International, NAPFA, The Financial Planning Association (FPA), and the Society of Financial Service Professionals. He grew up in Virginia, is married, and has two children. In his free time, Jon enjoys activities with his children, weightlifting, staying fit, reading, and is an avid (but not particularly skilled) golfer.
View full disclosure about Jon's background, licensing, employment, and professional conduct at Brightscope.com.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and federally registered CPF (with flame logo) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Considerations: Consults done as a team; 2 CFP's per client in initial and recommendation meetings.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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