Ashish Bajaj, CFP®

 Ashish Bajaj, CFP® at Paragon Wealth Strategies

Ashish Bajaj is a CERTIFIED FINANCIAL PLANNER™ practitioner with PARAGON Wealth Strategies, LLC and an instructor in the CERTIFIED FINANCIAL PLANNER™ program at the University of North Florida. He uses his teaching skills to ensure that clients have a good understanding of the many aspects of their financial plans. Ashish focuses on comprehensive financial planning including wealth management, risk management, retirement planning, and estate planning.

Prior to becoming a financial planner, Ashish was a management consultant and medical association executive. He held several positions at the American Medical Association, including Director of International Medical Graduate and Senior Physician Services, where he was responsible for leading two of the AMA’s largest physician groups. He also spent several years working as a strategy consultant at Booz Allen Hamilton, specializing in organizational design, change management and strategic communications for federal government agencies and educational institutions.

Ashish earned his Bachelor of Arts in Biology from the University of Chicago and his MBA from the Goizueta School of Business at Emory University.  He completed the CERTIFIED FINANCIAL PLANNER™ curriculum at the University of North Florida. Ashish is very active in the Jacksonville community and has served on the Boards of the League of Women Voters and the Jacksonville Dance Theater. In his spare time, he enjoys traveling and spending time with family and friends.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Investment advisory services offered through PARAGON Wealth Strategies, LLC., a registered investment adviser.