Certified Financial Planner Practitioners, Portfolio Analysis, Jacksonville, FL

Committed Financial Advisors
You Can Count On

In order to provide the highest level of advice and service, we service clients as a TEAM instead of as individual advisors. This aids in objectivity and understanding. Additionally, we require that as a minimum, our advisors achieve and maintain the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certification. Fewer than one out of ten financial advisors possess and maintain this credential.)

Developing a great team is essential to a firm's success. We work hard to maintain the highest level of competence in an ever changing landscape of financial change and confusion.

Below are the members of our Jacksonville, Florida team.

To see the full bio of each team member, please click on their their name on the left menu.

Jonathan N. Castle

Michelle L. Ash

Michael W. Carignan

Karen Rasmussen

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Advisory Services Provided by PARAGON Wealth Strategies, a registered investment advisor.

PARAGON Wealth Strategies, LLC

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