Jon Kagan

Financial Advisor

Direct: 850-936-6686



Jon likes to say he helps people “Get retired, stay retired and tackle all the financial issues that come up in between." 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. He is also a CERTIFIED DIVORCE FINANCIAL ANALYST and in that capacity, he helps clients evaluate the short and long term financial implications of a potential divorce settlement and answer the question, "will I be okay?"

Naval flight training brought Jon to Pensacola in 1986 after graduating summa cum laude from the University of Massachusetts with a bachelors 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 Gulf Breeze area with his wife Kathleen and two sons, Alex and Collin. He is a past president of the Navarre Chamber of Commerce, Past President of the Navarre Rotary Club, Chairman of the Board of the YMCA of NWFL, and a Mentor in the Take Stock in Children Program.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.