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Robert Colon, CFP®

Reach a planner to reach your dreams

Legacy Care Wealth, LLC

Jersey City


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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



No timeline events available.
Employer Years Dates
Legacy Care Tax, LLC 4 years, 10 months May 2013 - Present
Legacy Care Wealth, LLC 4 years, 10 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 7 years, 5 months Oct 2010 - Present
Manhattan Ridge Advisors 3 years, 10 months Jun 2009 - Apr 2013
First Allied Securities, Inc. 3 years, 10 months Jun 2009 - Apr 2013
Bucknell University 2 years, 9 months Aug 2006 - May 2009

Designations & Memberships

  • Financial Planning Association
    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
    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
    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
    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
    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.


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    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Jan 3, 2018
    • license status
      Not registered
    • disclosures
    • as of date
      Jan 3, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Legacy Care Wealth, LLC

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


    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