Robert Colon, CFP®, EA®
Rob partnered up with the MainStreet Financial Planning team in 2022 and brings over 15 years of financial planning and accounting experience. His path to planning and accounting was a bit more circuitous than most. Rob graduated from Bucknell University with a double major in Physics and Political Science, however, quickly pursued a career in finance working as a financial advisor in a boutique wealth management firm.
While studying for the CFP® exam, Rob was exposed to the complexities of the accounting and tax world and quickly wanted to learn more. He began working for a small CPA firm to learn the many aspects of this new appealing world and found great enjoyment in observing small business owners pursue their dreams, as well as easing the minds of other clients regarding their tax concerns.
Rob opened his own firm in 2014 and has been helping individuals and small businesses with their various tax needs ever since. It is his goal to help clients navigate the complexities in the tax system, especially in recent years with the various tax code changes. He prides himself on his approachable demeanor and aims to make the tax and accounting process as seamless and enjoyable as it can possibly be.