Paul O. Collinson, MBA, CFP®
Paul Collinson is an independent fee-only financial planner based in Arlington, VA. He earned the designation Certified Financial Planner™ in 2010 and is the Founder of Legacy Planning Advisors, LLC.
Independent, Fee-Only Financial Planning
Paul serves salaried households, near retirees, and recent retirees. As a fiduciary, he sells only his time and advice, not products. He is not compensated by referrals or commissions and does not manage assets. As a sole practitioner, clients can expect privacy and a highly personal engagement.
Experience in Financial Services
Before founding Legacy Planning Advisors, LLC in 2011, Paul spent over 15 years working directly with the public in the credit union industry. During this time, he worked extensively with individuals and couples to:
- Reduce borrowing costs
- Improve saving habits
It was during this tenure that Paul developed rapport and trust with clients, educated them on the benefits of planning, and provided coaching for implementing financial recommendations.
Educational Background
Paul earned his Master of Business Administration (MBA) from George Mason University and his Certificate of Financial Planning from Georgetown University. This certificate completed his qualifications to sit for the CERTIFIED FINANCIAL PLANNER™ Certification Examination, which he passed on the first attempt.
With over 15 years of direct client contact, Paul satisfied the CFP Board’s experience requirement and was authorized to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks of distinction.
Passion for Financial Planning
“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!”
Membership with Garrett Planning Network
Since 2012, Legacy Planning Advisors, LLC has been a member of the Garrett Planning Network, Inc. The Garrett Planning Network’s goal is to make competent and objective financial advice accessible through hourly, as-needed financial planning.
Legal Disclaimer
Legacy Planning Advisors, LLC (“LPA”) is a registered investment adviser offering advisory services in the State of Virginia and other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The presence of this website on the Internet shall not be interpreted as a solicitation of investment advisory services to persons in another jurisdiction unless otherwise permitted by statute. Responses to consumers in a particular state by LPA for personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed are solely those of LPA unless otherwise cited. Material is believed to be from reliable sources, and no representations are made by LPA as to informational accuracy or completeness. All ideas should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.