Michelle Ash, Managing Partner and Chief Operations Officer of PARAGON Wealth Strategies, believes using a holistic approach to helping clients plan and live their dreams is critical to optimal success. The better she can help a client mesh their life dreams with their finances, the more successful and fulfilling their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: health care and its expenses, long term care and longevity concerns, and the many unforeseen events that may occur in retirement. Ms. Ash specializes in retirement planning, comprehensive wealth management, and specialized planning issues including income and withdrawal planning techniques, retiree healthcare decisions, Medicare integration, social security maximization, and multi-year tax strategies.
When not working with clients, Ms. Ash has conducted educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud". She is a CERTIFIED FINANCIAL PLANNER™ professional, and has been awarded two advanced designations beyond the CFP curriculum - the Retirement Income Chartered Professional (RICP™) designation, and the Chartered Advisor for Senior Living (CASL®) designation from The American College. Michelle is a 1995 graduate from the University of Louisville in Kentucky, receiving Magna Cum Laude accolades. She began her career in financial planning in 1998. Ms. Ash is a member of the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners. In 2017, Michelle is serving as President-Elect of the Financial Planning Association (FPA) of Northeast Florida, and will be President of the chapter in 2018.
In her free time, Michelle enjoys spending time with her husband, and ocean stand-up paddleboarding. Currently Michelle is also pursuing her Master of Science degree in Financial Services.
View full disclosure about Michelle's licensing, employment history, credentials, and professional conduct at Brightscope.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) 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.