About My Practice
At Legacy Care Wealth, we create comprehensive financial plans that fully capture your current and future wealth picture. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. We take pride in striving to understand and communicate a comprehensive view of family wealth and business success. Through our fee-only platform we are aligned with our clients interest to maximize wealth.
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.
Mr. Colon is an enrolled agent with the Internal Revenue Service (“IRS”). Enrolled agent status is the highest credential the IRS awards. He has been employed with an accounting firm for two years and in this capacity prepared 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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Property/casualty: NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA, CRPC, CWS, PPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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