Heather Nicole Ulz

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.

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.