Michelle L. Ash, MSFS, CFP®
Michelle believes using a holistic approach to helping clients plan and live their dreams is critical to their success.
The better she can help a client mesh their dreams with their finances, the more successful and fulfilling their retirement journey will be.
Planning that addresses some of retirees' greatest worries such as health care expenses, long term care, longevity concerns, and unforeseen events can provide the most confidence as you retire. Michelle digs into the details, specializing in retirement planning, holistic wealth management, and specialized issues such as withdrawal planning, retiree healthcare decisions, Medicare, social security, and multi-year tax savings strategies.
Michelle taught educational courses on retirement planning through the University of North Florida’s LearnJax program from 2007 to 2019. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, co-hosted the radio show "Financial Feud,” and has had her advice featured in the Jacksonville Business Journal. She is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained her Masters in Financial Services (MSFS) with a concentration in Charitable and Legacy Planning. Michelle also holds the following additional designations and certifications:
RICP™: Retirement Income Certified Professional designation
EPT®: Estate Planning and Taxation Certificate
BSP®: Business Succession Planning Certificate
CASL®: Chartered Advisor for Senior Living designation
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 has previously been a member of the Financial Planning Association (FPA) of Northeast Florida, having served as President in 2018 and on its board for 5 years.
In her free time, Michelle enjoys spending time with her husband, yoga, stand-up paddleboarding on both the ocean and Jacksonville’s waterways, flower gardening, and spending time outdoors.
View full disclosure about Michelle's licensing, employment history, credentials, and professional conduct at the Certified Financial Planner Board of Standards Inc. website.
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.