Jon Castle
Managing Partner and CEO at Paragon Wealth Strategies, Llc
Based in Jacksonville, United States
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Seniority
C-Team
Department
General Business & Management
Location
Jacksonville
Industry
Financial Services
Company size
5
Contact information
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j•••••••@wealthguards.com
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Background
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).
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