Caribel Colon, RICP^®

Caribel is a distinguished Financial Planner, dedicated to addressing the diverse financial needs of both individual and institutional clients. With a strong foundation in each of the six key areas of financial planning, she approaches her work with unwavering integrity and transparency, principles she believes are essential to pursuing successful outcomes for her clients. 

Caribel's academic background, with double degrees in Economics and Accounting, fueled her passion for financial wellness and positioned her as a valued advisor in the field. Her expertise spans protection planning, investment planning, college planning, tax planning, retirement planning, and estate planning strategies, allowing her to craft comprehensive strategies tailored to each client's unique financial situation.

By leveraging industry-leading tools and sophisticated investment and asset protection strategies, Caribel develops and implements strategic plans that put her clients in the best position to meet their financial goals. Her commitment to excellence is further demonstrated by her professional credentials, including FINRA Series 7, Series 63 (held through LPL Financial), and Series 66 (held through Perennial Financial Services), as well as her Retirement Income Certified Professional® (RICP) designation. Additionally, she is licensed for life insurance and annuities, enabling her to provide holistic financial guidance.

Caribel's dedication to helping others make informed financial decisions has made her a valued partner for many clients as they work toward their future financial goals and objectives.

NY Insurance Lic. #1561410

RICP® conferred by the American College

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.