Paul O. Collinson, CFP<sup>&reg;</sup> - Financial Advisor

Paul O. Collinson, CFP®

MBA

Member

Legacy Planning Advisors, LLC

PO Box 50681
Arlington, VA 22205
FINANCIAL ADVISOR'S WEBSITE
(703) 298-9133

General

Paul Collinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Planning Advisors, LLC in Arlington, VA and the surrounding communities.

Financial Advisor Overview

First time clients are attracted by the time-based approach to delivering financial advice. Paul serves salaried households, near retirees, and recent retirees. Further, Paul is a sole practitioner so clients can expect privacy and a highly personal engagement. The aim is to provide advice that sticks and to make recommendations that have staying power. Both of which are supported by a highly personal and custom retirement projection. Retirement projections include asset allocation and specific investment recommendations which stem from a bias towards the 'broadly diversified low-fee passively indexed' approach to investing.

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Financial Advisor Experience

Paul Collinson is an independent fee-only financial planner based in Arlington, VA. Paul earned the designation Certified Financial Planner™ in 2010. He is the Founder of Legacy Planning Advisors, LLC (founded in 2011) and a member of the Garrett Planning Network since 2012. As an independent fee-only financial planner, Paul serves salaried households, near retirees, and recent retirees. Paul is a fiduciary who sells only his time and advice, not products. Paul is not compensated by referrals or commissions, and he does not manage assets. Further, Paul is a sole practitioner so clients can expect privacy and a highly personal engagement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Mutual Funds, Retirement

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Helpful Financial Planning Resources