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.
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.
Prior to founding Legacy Planning Advisors, LLC in 2011, Paul worked directly with the public in the credit union industry for over 15 years. Throughout his credit union tenure, Paul worked extensively with individuals and couples to reduce their borrowing costs and to improve their saving habits. It was during this time that Paul learned to develop rapport and trust, educated clients on the benefits of planning, and provided coaching for the implementation of recommendations.
Paul earned his Master of Business Administration (MBA) from George Mason University and his Certificate of Financial Planning from Georgetown University.
The Certificate of Financial Planning completed his qualifications to sit for the CERTIFIED FINANCIAL PLANNER™ Certification Examination, which he passed on the first attempt. His over 15 years of direct client contact (while working in the credit union industry) satisfied the CFP Board’s experience requirement, which led to his authorization to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks of distinction.
“It may sound simplistic,” remarked Paul Collinson, “but I enjoy saving money more than I enjoy spending it. That’s the source of the passion that I bring to the financial planning process!”
Legacy Planning Advisors, LLC is a member of the Garrett Planning Network, Inc. since 2012. The goal of the Garrett Planning Network is to make competent and objective financial advice accessible through hourly as-needed financial planning. Read Paul’s profile at garrett-planning-network-profile-for-paul-o-collinson-mba-cfp
For a complimentary Get Acquainted meeting, please contact Paul directly.