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Umbarger & Kollenborn Financial Group of Raymond JamesUmbarger & Kollenborn Financial Group of Raymond James
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  • Umbarger & Kollenborn Financial Group of Raymond James
    660 Newport Center Dr., Ste 570 Newport Beach, CA 92660-8040 TF: 866.370.6730 F: 949.640.9763
    Map and Directions Map and Directions
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Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
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How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
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Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
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Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
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Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
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Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Family & Lifestyle
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The future at your fingertips

Umbarger & Kollenborn Financial Group of Raymond JamesUmbarger & Kollenborn Financial Group of Raymond James
  • 660 Newport Center Dr., Ste 570 Newport Beach, CA 92660-8040
  • TF: 866.370.6730
  • F: 949.640.9763
  • Map & Directions
  • Map & Directions

 

Shane Kollenborn was named to the 2024 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch†.

† The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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