Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
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Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra

Interview with New Retirement

Managing Partner and Chief Investment Officer Jon Castle was recently interviewed by NewRetirement as part of their Expert Interview Program.  Click here to read the interview and let me know your thoughts!

New Retirement Interview

RetirementJon CastleAugust 27, 2015
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Paragon Wealth Strategies
10245 Centurion Pkwy N,
Jacksonville, FL, 32256,
United States
(904) 861-0093 info@WealthGuards.com
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10245 Centurion Pkwy N.
Ste. 106
Jacksonville, FL 32256 
Phone: (904) 861-0093 
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Paragon Wealth Strategies is a tradename. All services provided by Paragon Wealth Strategies investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Paragon Wealth Strategies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. ©2025 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.

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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. The CFP Board also requires its members to adhere to a fiduciary standard while performing financial planning services.

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