CFP®, EA, ADPA®, CRPC®
Legacy Care Wealth, LLC
Fee-Only financial planner working with young professionals and business owners, located in Jersey City, NJ, serving clients locally and across the country
Meet Robert Colon
Robert Colon is both a CFP and 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.
Robert Colon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Professional Designations & Affiliations
Robert Colon is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Robert Colon
121 Newark Ave
Jersey City, NJ 07302