For nearly a quarter century, Jon's been helping people
get retired
,
stay retired
, and
handle all the speedbumps that pop up along the way
. Clients have enjoyed his monthly musings on family, life, and finances in the firm's newsletter, "Soundings". With son Collin joining the practice, this book is a tribute and "greatest hits" of sorts. A timeless tome on life, love, and money that will bring a smile to the face of all who enjoy looking at life with a little
twist
.
JON KAGAN, CFP(R)
Jon Kagan is the President of Soundside Wealth Advisors, specializing in comprehensive financial planning and investment management. Naval flight training brought Jon to Pensacola in 1986 after graduating summa cum laude from the University of Massachusetts with a bachelor's degree in business administration. He served for 10 years in the U.S. Navy as an officer and helicopter pilot, deploying from both coasts and serving in Operation Desert Storm. While in the Navy, Jon earned his master's degree in management from Troy University.
Jon lives in the Florida Panhandle with his wife Kathleen. They have two grown sons. Alex, an accountant, lives in Boulder, CO with his wife Claire, a social worker. Collin is his partner who joined the firm in 2019 after graduating from the University of Central Florida with a degree in finance. Jon is a past president of the Navarre Chamber of Commerce and a past president of the Rotary Club of Navarre. He serves on numerous non-profit boards and is a mentor in the Take Stock in Children program.