Jennifer G. King, CFP®, RICP®

Jennifer G. King, CFP

jenn’s sole motivation for working so hard in this career is… helping people.

For over 20 years, Jenn has specialized in comprehensive wealth management - always keeping her approach centered on her relationship with her clients. She is always an advocate and partner as they work together to achieve their financial goals.

Jenn has expertise in retirement planning, risk management, and, from her years in Bank Wealth Management, expertise in the effective use of strategic credit to enhance the retirement experience.

Jenn attended Jacksonville University where she earned a Bachelor of Science in Aviation Management. At graduation, she was commissioned as an officer in the United States Navy, where she served as a Naval Aviator flying the SH-60F/H Seahawk Helicopter. Jenn received her CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2008, her Retirement Income Certified Professional® (RICP®) designation in 2021, and has served several years on the board of the Financial Planning Association of Northeast Florida, completing her board time as President.

Jenn is married to her husband Craig, and they are blessed with their 2 children: Brandon, who is a student at George Mason University, and Isabella, who is a ballroom dancer and a member of the Bartram Trail High School Air Force JROTC.  Jenn is an active member of San Juan del Rio Catholic Church and enjoys her time dancing, doing Pilates, and spending time with her family.

View full disclosure about Jenn's background, licensing, employment, and professional contact at the Certified Financial Planner Board of Standards Inc. website.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and federally registered CFP (with flame design) 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, LLC, a registered investment adviser. 

Latest from Jenn:
Medicare Advantage: Thank you for the advice Joe Namath, but is this the right plan for me?
Medicare Advantage: Thank you for the advice Joe Namath, but is this the right plan for me?

While private health insurance plans have been a part of Medicare since the mid 1960’s, they didn’t become what they are today until the Balanced Budget Act of 1997 and the introduction of Medicare+Choice that eventually was named Medicare Advantage in 2003. Medicare Advantage was designed to give recipients an alternative to “Traditional” Medicare. As of 2021, 42% of the Medicare population is enrolled in Medicare Advantage.

Medicare Part B: Medical Insurance
Medicare Part B: Medical Insurance

For those who have been covered by group insurance for all their working years, transitioning to Traditional Medicare’s Part B can be a little confusing as there are nuances about Part B enrollments, costs, etc. that should be understood BEFORE you turn 65. We hope to explain some of those nuances here.

What should I do with my 401(k) when I retire?
What should I do with my 401(k) when I retire?

So, you’ve finally let the company know that you are ready to retire. You’ve given them notice of your last day and now they are scrambling to make sure they are prepared for your departure.

You’ve already done your planning. You know your plan looks great and you are ready to take some well-deserved time for yourself. But have you thought of everything? What about that 401k – what are your options? Should you rollover your IRA or keep it in the plan? Or maybe you cash it out and take that trip of a lifetime you’ve always wanted to do? Let’s take a look at your options.