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Paragon Financial Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Paragon Financial Advisors is a financial services firm focused on wealth management and financial planning, based in College Station, Texas. The team comprises professionals who specialize in financial planning, wealth management, investment management, trust services, and client relations, working collaboratively to provide integrated, client-focused guidance. The firm aims to understand clients both personally and financially and to align investment decisions with their goals and preferences. Its disclosures note that investing involves risk and that past performance does not guarantee future results.

Operating within the financial services industry, Paragon emphasizes a client-centered model that includes planning, asset management, trusts, and ongoing client-relations support. The firm targets individuals seeking coordinated guidance to address their financial objectives.

Find Paragon Financial Advisors employees' phone numbers or email addresses

Paragon Financial Advisors Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Paragon Financial Advisors's Leadership

  • Stylized image of a person
    R. C.
    Partner And Chief Investment Officer
  • Stylized image of a person
    M. P.
    Controller
  • Stylized image of a person
    C. N.
    Lead Advisor
  • Stylized image of a person
    I. B.
    Financial Planning Associate
  • Stylized image of a person
    S. K.
    Financial Planning Associate
  • Stylized image of a person
    A. H.
    Financial Planning Associate
  • Stylized image of a person
    M. Z.
    Associate
  • Stylized image of a person
    S. M.
    Cfp

Paragon Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Accounting

Contact profiles from Paragon Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. C.
    Partner And Chief Investment Officer
    May 17, 2026
  • Stylized image of a person
    M. P.
    Controller
    Jun 29, 2026
  • Stylized image of a person
    C. N.
    Lead Advisor
    Jun 08, 2026
  • Stylized image of a person
    I. B.
    Financial Planning Associate
    Aug 23, 2026
  • Stylized image of a person
    S. K.
    Financial Planning Associate
    Jul 01, 2026
  • Stylized image of a person
    A. H.
    Financial Planning Associate
    Oct 16, 2024
  • Stylized image of a person
    M. Z.
    Associate
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Cfp
    Jun 08, 2026

Frequently Asked Questions

What is Paragon Financial Advisors known for?

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Paragon Financial Advisors was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Paragon Financial Advisors's company overview page for more information.

What is Paragon Financial Advisors's most common email format?

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Paragon Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Financial Advisors email formats with LeadIQ.

How many employees does Paragon Financial Advisors have currently?

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Paragon Financial Advisors has approximately 24 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Paragon Financial Advisors's key employees and leadership?

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As of August 2026, Paragon Financial Advisors's key employees include:

  • Partner And Chief Investment Officer: R. C.
  • Controller: M. P.
  • Lead Advisor: C. N.
  • Financial Planning Associate: I. B.
  • Financial Planning Associate: S. K.

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