Grow Your Practice in Bull & Bear Markets
LifePro Asset Management's active approach to investing focuses on the companies leading positive change, liberating our clients from the shackles of Wall Street mediocrity and outperforming the S&P 500 by an impressive amount.
Use Your Time More Efficiently and Profitably
We'll position all of your assets to work symbiotically under one roof, plus we'll outsource noncore operational, portfolio management & compliance activities to support existing practices and to explore new ways to grow your business.
Maximize Your Clients' Odds at Financial Success
Our time and goals-based financial planning model and behavioral training strategies help clients visualize their financial dreams coming true, so we can focus on reducing market dependence and make principal protection the priority.
Managing Director, Head of Wealth Management
LifePro Asset Management
Robert comes to LifePro with close to 10 years of investment experience. Robert began his time in capital markets as an equity and fixed income research analyst with a focus on U.S. equities and high yield corporate bonds. Afterward, Robert took on more responsibility becoming an Associate Portfolio Manager where he was in charge of top down U.S. equity strategy as well as bottom-up security selection and portfolio construction.
Over his tenure, Robert has worked on multiple Lipper Award-winning funds and believes that utilization of IUL and Fixed Indexed Annuities within a retirement strategy can improve retirement outcomes and help clients manage risk more effectively.
LifePro Financial Services
Ben has been in the financial services industry for over 19 years. Upon graduating from Plymouth State University with an Interdisciplinary degree in Outdoor Recreation and Business with a minor in communication, Ben moved to San Diego, CA and soon after went to work for Bill Zimmerman and LifePro Financial.
Since then, Ben has been directly involved with many aspects of the insurance, annuity and investment business including sales, recruiting, customer service, marketing, supervision and leadership. Over his tenure, Ben successfully oversaw the opening and operations of a satellite office in the greater Boston area and currently leads a team of highly intelligent, energetic and engaged individuals dedicated to the success of their customers.
As a frequent article contributor, member of the National Association of Independent Life Brokerage Agencies (NAILBA) Board of Directors, member of the Risk Appraisal Forum, Advisory Board member of both National Life and Allianz Life Insurance Company, Ben’s opinion is often sought out as an industry leader and expert. As acting President of LifePro Financial, Ben sits on the executive board of directors and along with LifePro CEO, Heather Ulz and Chairman Bill Zimmerman, oversees day to day operations and strategy for the firm, now one of the foremost IMOs in the country.
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Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. As such, the information in these materials may change at any time and without notice. This communication is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Investments involve risk and are not guaranteed.
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