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Robert Colon, CFP®

Reach a planner to reach your dreams

Legacy Care Wealth, LLC

Jersey City

NJ

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Qualifications

Experience

No timeline events available.
Employer Years Dates
Legacy Care Tax, LLC 4 years, 4 months May 2013 - Present
First Allied Advisory Services, Inc. 9 months Jul 2012 - Apr 2013
Private Client Group Am 1 year, 6 months Oct 2011 - Apr 2013
Delitta & Brancucci, CPA 6 years, 11 months Oct 2010 - Present
Manhattan Ridge Advisors 3 years, 10 months Jun 2009 - Apr 2013
Bucknell University 2 years, 9 months Aug 2006 - May 2009
Golfsmith International 2 years, 10 months Mar 2005 - Jan 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Accredited Domestic Partnership Advisor
    Designation
    Accredited Domestic Partnership Advisor
    Individuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Enrolled Agent
    Designation
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

Insights by Robert Colon

How Much Can You Save By Switching Banks?
Published 2015-07-20 13:37:56
Save Up For a Down Payment!
Published 2015-07-17 14:02:34
Love and Money
Published 2015-07-17 14:00:14
Beat the Credit Catch-22
Published 2015-07-17 13:59:28
5 Financial Tips for College Grads
Published 2015-07-17 13:53:28
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 28, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Oct 28, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Legacy Care Wealth, LLC

    Last updated on March 31, 2017
      • $5.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 74
        Accounts
      • $79.9K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements