Heather Nicole Ulz
Chief Executive Officer at LifePro Financial Services, Inc.
Profile
Ms. Heather N.
Ulz is a Chief Executive Officer at LifePro Financial Services, Inc. and a Chief Executive Officer at LifePro Asset Management LLC.
She helped grow the company .
Before assuming her current position, she served as Chief Operations Officer for 9 years.
Ms. Ulz is directly involved in the strategy and growth of LifePro and has been instrumental in the creation of the company’s unique and much-sought-after culture.
She received her undergraduate degree from George Mason University.
Heather Nicole Ulz active positions
| Companies | Position | Start |
|---|---|---|
LifePro Financial Services, Inc.
 LifePro Financial Services, Inc. Insurance Brokers/ServicesFinance LifePro Financial Services, Inc. distributes life, annuity, and long-term care insurance products to financial professionals nationwide. The firm also offers life insurance, investments, annuities, securities, RIA, assets under management, case design, case management, impaired risk, sales support, coaching, marketing, contracting, point-of-sale, circle of wealth, insmark, top of the table and million dollar round table services. The company was founded by Bill Zimmerman in 1986 and is headquartered in San Diego, CA. | Chief Executive Officer | 31/12/1996 |
LifePro Asset Management LLC
 LifePro Asset Management LLC Investment ManagersFinance LifePro Asset Management LLC (LPAM) is an asset management firm headquartered in San Diego, California. The firm was founded in 2015 and is a subsidiary of LifePro Financial Services, Inc. LPAM provides advisory services to individuals, high net-worth individuals, and charitable organizations. | Chief Executive Officer | 31/07/2016 |
Training of Heather Nicole Ulz
| George Mason University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
LifePro Financial Services, Inc.
LifePro Financial Services, Inc. Insurance Brokers/ServicesFinance LifePro Financial Services, Inc. distributes life, annuity, and long-term care insurance products to financial professionals nationwide. The firm also offers life insurance, investments, annuities, securities, RIA, assets under management, case design, case management, impaired risk, sales support, coaching, marketing, contracting, point-of-sale, circle of wealth, insmark, top of the table and million dollar round table services. The company was founded by Bill Zimmerman in 1986 and is headquartered in San Diego, CA. | Finance |
LifePro Asset Management LLC
LifePro Asset Management LLC Investment ManagersFinance LifePro Asset Management LLC (LPAM) is an asset management firm headquartered in San Diego, California. The firm was founded in 2015 and is a subsidiary of LifePro Financial Services, Inc. LPAM provides advisory services to individuals, high net-worth individuals, and charitable organizations. | Finance |
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