Outside Strategic Partner
Robert Colon CFP®
ADPA ® – External
Robert Colon has a CERTIFIED FINANCIAL PLANNER ™ 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. Robert is one of the Founding Partners at Legacy Care Wealth, a specialty Financial Planning Firm.
Robert Colon is an enrolled agent with the Internal Revenue Service (IRS). 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.