ABOUT LIFEPRO ASSET MANAGEMENT

Empowering clients with a lifetime of financial security

LifePro Asset Management is on a mission to empower as many individuals and families with a lifetime of financial security.

LifePro Asset Management Checkmark

Our Story

In 1986, LifePro Financial Services, Inc. sought out to empower as many individuals and families with a lifetime of financial security. 

They did this by connecting independent financial professionals with industry-leading insurance companies that offered fixed and variable life insurance and annuities. For over 30 years, LifePro delivered customer excellence and helped protect over 30,947 lives with more than $13,468,708,161 of death benefit in force. 

While the life insurance and annuity industry was abundant, they realized that they can touch more individuals and families with a third offering: investment solutions.

In 2015, LifePro made the decision to expand its offering and include the addition of investments; reigning in its sister company, LifePro Asset Management, LLC.

Today, LifePro Asset Management has the unique ability to offer their clients an all-in-one financial solution that can help protect and grow their wealth. 

With solutions including income security, wealth accumulation, and estate preservation, we look back to the inception of LifePro and affirm its mission to work for the extraordinary success of our clients, our advisors, and our employees. 

We always do what's in the best interest for our clients.

Redefining the financial planning approach

Our unique approach flips the financial planning pyramid around. We reduce market dependence and make income and principal protection the priority.

  • Maximize Social Security benefits
  • Increase principal and tax protection
  • Grow surplus savings through investing

Discover the new approach we take to money management.

Serving you with the highest standard of care

LifePro Asset Management’s relationship with you is a fiduciary one. As a fiduciary entity, we always act in your best interest. You will not be exposed to biased and potentially costly advice because our loyalty lies within you, our customer.

Meet the Leadership Team

The core of LifePro Asset Management’s dedication to extraordinary success for our clients, our advisors, and our employees is our talented Leadership Team.

Heather Ulz

Chief Executive Officer

Robert Reaburn

Head of Wealth Management

Emily Zerbato

Compliance Analyst

Kassi Miller

Case Manager

Tim Devlin

Junior Investment Associate

Our Location

Address: 11512 El Camino Real, Suite 100, San Diego, CA 92130
Phone: (888) 543-3776
Fax: (858) 777-5334

Join the LifePro Asset
Management family

Close Menu