Robert  Colon

Robert Colon

| CFP®, ADPA®

Legacy Care Wealth

Fee-Only Financial Planner serving the Jersey City, NJ area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Investment Management
  • Retirement Planning
  • Business Planning
  • Tax Planning

Our Other NAPFA Members

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121 Newark Ave Ste 540
Jersey City, NJ

Robert Colon is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Robert Colon has attained the designation of Certified Financial Planner® (CFP®). This designation, which is granted by the Certified Financial Planner Board of Standards, Inc. covers subject areas of risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition to holding a CFP® designation, Rob went on to attain the Accredited Domestic Partner Advisor® (ADPA®) designation which focuses on planning for financial and medical end-of-life needs for domestic partners, for those clients for whom such planning would affect.  The course of study encompasses wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. 

Robert Colon is an enrolled agent with the Internal Revenue Service (IRS). An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax return policies. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Mr. Colon has been employed with an accounting firm for two years and in this capacity has worked in preparing personal, corporate, sales, and payroll tax returns as well as various bookkeeping responsibilities.

 

Prior to founding Legacy Care Wealth, LLC, Mr. Colon held the position of Vice-President of Wealth Management for an independent wealth management practice managing over $70 million of client assets. His responsibilities included reviewing and monitoring client accounts to identify gaps or deficiencies in their long-term financial plan.  He holds a Bachelor of Arts with concentrations in Physics and Political Science from Bucknell University in Lewisburg, PA.​