Colleen R. Schuhmann, CRPC, ChSNC is a highly experienced financial advisor at UBS Financial Services Inc. in Boca Raton, FL. With over 30 years of expertise, Colleen specializes in estate planning strategies, retirement income planning, and wealth management. She works closely with her clients to develop customized solutions that address a wide range of wealth management needs, including liability management, trust and estate planning, and wealth transfer strategies. Colleen is known for her dedication to helping women navigate their financial future after significant life events, such as divorce or inheritance, and she is also a member of the National Association of Divorce Professionals. Additionally, she is a Chartered Special Needs Consultant, equipped with the specialized skills needed to assist parents and caregivers in planning for the future of loved ones with disabilities.
Colleen is actively involved in various local charitable, educational, religious, and community organizations, and she currently serves on the Board of the Delray Beach Public Library. Her commitment to her clients and her community has earned her recognition, including being nominated as the 2017 Woman Volunteer of the Year. Originally from Michigan, Colleen has been a resident of the Boca Raton and Delray Beach area for over 44 years. In her free time, she enjoys traveling, golfing, researching her ancestry, and spending time at the beach. Colleen and her husband have two children who are currently attending college in Tallahassee, Florida.
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