Michael M. Mikonis, CFP®, RICP®
Michael specializes in portfolio design and investment management strategies.
His expertise is in investment analysis (including fixed income and alternative investment vehicles) and estate, charitable, and business succession planning concepts.
Michael is the PARAGON team member primarily responsible for accounts that PARAGON manages “held away” on other platforms - such as 401k, 403b, TSP, and other corporate retirement plans where it made sense for our client to keep the funds where they are instead of moving them to our platforms.
He smiles more frequently than his picture suggests… as you can see in his video!
Michael holds a dual bachelor’s degree in Economics and Business Management with a concentration in Finance from Stony Brook University of New York, where he co-founded the Business Leaders of Stony Brook. He graduated from the Certified Financial Planning program at Boston University in 2010. In 2007 Michael authored a research paper titled “The Fall of the U.S. Dollar,” which analyzes the continued increase of U.S. debt as well as the decline in value of the U.S. dollar and its position as a global reserve currency.
A recent transplant to Jacksonville, from the cold and snow of New York, Michael enjoys kite-boarding, traveling, and is an avid fan of private aviation. Michael is very well traveled in Europe and is fluent in Lithuanian and conversational Russian.
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.