PARAGON Wealth Strategies, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

PARAGON.  Helping Successful Individuals and Families Make Work... Optional!

Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.

Maybe you have already made the leap into retirement.  Wherever you are on The Retirement Continuum(tm), one thing remains constant:  Sucessful retirement requires effective management of your financial affairs.  Most people wish to retire only once;  this requires that you do it right - the first time!  

PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNERTM professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.

PARAGON Wealth Strategies Specializes in the following areas:

Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level 
Wealth Enhancement - mitigating taxes while generating cash flow 
Wealth Transfer - taking care of chosen heirs in the way you desire
Wealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves).

Find PARAGON Wealth Strategies, LLC employees' phone numbers or email addresses

PARAGON Wealth Strategies, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

PARAGON Wealth Strategies, LLC's Leadership

  • Stylized image of a person
    S. R.
    Partner
    Phone icon
  • Stylized image of a person
    J. K.
    Assistant Director - Financial Planning
    Phone icon
  • Stylized image of a person
    C. A.
    Client Services Ria
    Phone icon
  • Stylized image of a person
    A. K.
    Phone icon
  • Stylized image of a person
    R. K. R.
    Phone icon

PARAGON Wealth Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from PARAGON Wealth Strategies, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. R.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. K.
    Assistant Director - Financial Planning
    Phone icon
    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    C. A.
    Client Services Ria
    Phone icon
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    A. K.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. K. R.
    Phone icon
    United StatesFlorida
    Feb 06, 2024

Frequently Asked Questions

What is PARAGON Wealth Strategies, LLC known for?

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PARAGON Wealth Strategies, LLC was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 10245 Centurion Parkway North Suite 106 Jacksonville, Florida 32256 United States; you can contact the main corporate office by phone at . Explore PARAGON Wealth Strategies, LLC's company overview page for more information.

What is PARAGON Wealth Strategies, LLC's most common email format?

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PARAGON Wealth Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PARAGON Wealth Strategies, LLC email formats with LeadIQ.

How many employees does PARAGON Wealth Strategies, LLC have currently?

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PARAGON Wealth Strategies, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are PARAGON Wealth Strategies, LLC's key employees and leadership?

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As of February 2026, PARAGON Wealth Strategies, LLC's key employees include:

  • Partner: S. R.
  • Assistant Director - Financial Planning: J. K.
  • Client Services Ria: C. A.
  • : A. K.
  • : R. K. R.

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