Vincent Colon, CFP®, CRPC®, AAMS®

CA Insurance License #: 0L62003

Vincent believes every client deserves the highest level of personalized service, and places his clients at the forefront of their strategic financial planning process. Together, Vincent and his clients design goals-based financial strategies, and work to identify and prioritize which objectives matter most. Vincent’s dedication to his clients is delineated through his active pursuit to further his education, and gain additional expertise to best serve his clients. He consequently attained the CFP® designation or CERTIFIED FINANCIAL PLANNER^® certification. He has also earned the Chartered Retirement Planning Counselor (CRPC®) designation, and the Accredited Asset Management Specialist (AAMS®). Vincent graduated from the D’Amore-McKim school of business at Northeastern University, majoring in finance and accounting. Vincent enjoys spending time with his wife and daughter, going on hikes with his Vizsla, and skiing the mountains of Park City and Deer Valley. He currently resides in Park City, Utah.

Vincent Colon Earns Place on Forbes 2026 Best-in-State Wealth Advisors list and Forbes 2025 Best-in-State Top Next-Gen Wealth Advisors List

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in UT.

2026 Best in State Next-Gen Wealth Advisors ranking was issued by Forbes on 04/07/2026 for the period covering 06/30/2024-06/30/2025. 2025 Best in State Next-Gen Wealth Advisors ranking was issued by Forbes on 08/06/2025 for the period covering 08/06/2025-08/06/2026. To be considered, advisors must be born in 1986 or later with a minimum 4 years as an advisor. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.

Check the background of this investment professional on FINRA’s BrokerCheck