David Colin, Cfp®, AI F®
About David Colin, Cfp®, AI F®
I bring over a decade of experience in working with Entrepreneurs, Corporate Retirement Plans and families meet their financial goals. I lead the Portfolio Construction and Execution, Retirement Plan Consulting and Foundation and Endowment Consulting areas of Family Wealth Management. I was recognized as an industry leader by being named to "Forbes America's Top Next-Generation Wealth Advisors, 2018". I believe that financial planning is the bedrock of long-term financial success and became a Certified Financial Planner™ professional in 2013. I am Past Master of the Mosaic Lodge #194 F&AM and founded the Mosaic Lodge Foundation of NJ. In my free time, I volunteer with many of the charity projects and community initiatives of the Mosaic Lodge Foundation of NJ and am an avid listener of non-fiction books and Podcasts. My wife Kristin and I live in Emerson, NJ with our son, Zachary, two cats, Dyson and Lilo and our dog, Molly.