Jon Kagan Email & Phone Number

Jon Kagan is the President of Soundside Wealth Advisors. He focuses on providing wealth management solutions to individuals, families and business owners in the Greater Pensacola area.Together with his team, he helps his client family address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.Jon and his team have nearly 20 years of experience. Their mission is to help provide their clients with the comfort and confidence they'll have the retirement that they've envisioned. Jon uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.Successful individuals and families work with Jon to:- Develop and implement a comprehensive wealth management plan to help them reach their lifestyle goals.- Make smarter decisions in today's uncertain political, economic and social environment.- Obtain an independent Second Opinion from an experienced Financial Advisor in their community. Previously, Jon spent a decade as a Naval Officer and Helicopter Pilot and is a veteran of Operation Desert Shield/Storm.Jon is a widely recognized leader in the greater Pensacola area financial community. He is a noted public speaker on financial issues facing retirees and serves on the Board of Directors of numerous charities across the two county area. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Soundside Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Listed skills include Financial Planning, Wealth Management, Certified Financial Planner, Investment Advisory, and 9 others.