Mr. Colón is responsible for helping prospective high-net worth retail investors through their evaluation of Fisher Investments Private Client Group. Specifically, his focus is on investors with personal assets: Non-Qualified, Tax-Deferred, Tax-Exempt, Trust, and Small Business accounts. With the various wealth management services available to the retail investors in the United States, Mr. Colón is available as a resource for qualified prospective clients considering improvements with the management of their investment portfolio. Mr. Colón has been with Fisher Investments since 2013. Prior to his Regional Vice President responsibility starting in 2017, he worked internally at various firm offices across the United States to better interpret the totality of the firm’s services. His understanding of the firm culture, investment philosophy and financial planning services available through our Private Client Group make him a valuable resource to potential clients considering Fisher Investments. An initial consultation consists of understanding the clients' situation, ascertaining their current investment strategy and determining if Fisher Investments may be a good fit. Call him directly, or call us today to have a member of his team call you to arrange an initial consultation. Meetings are held in-person at his local office in Berwyn, PA, a clients' residence/place of business, or, on occasion, virtually through the Zoom application. A native to the Greater Philadelphia Area, Mr. Colón holds a BS from the Fox School of Business at Temple University where he played on the Division I baseball team. During time away from servicing clients, he spends his time with his wife, three children and their Labrador Retriever.
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