Frank Anthony Ulloa - Financial Advisor

Frank Anthony Ulloa - Financial Advisor Financial Advisor at Mutual of Omaha My financial journey began at the University of Texas Rio Grande Valley, where I earned by bachelor's degree in nursing.

This educational background not only honed my skills in navigating challenging scenarios and community effectively but also instilled in me a solid foundation in ethics. With a genuine desire to make a positive impact in people's lives, I transitioned into the financial industry. As a financial professional, I specialize in life, disability, long-term care, and various other products, providing co

mprehensive insurance strategies and protection for my clients and their loved ones. I go beyond the conventional role of selling polices by offering personalized guidance and supporting, ensuring my clients comprehend their coverage options and can make informed decisions. My goal is to deliver value by tailoring investment and insurance solutions to meet the unique needs and circumstance of each individual or family, providing some peace of mind and financial stability for the future. Clients appreciate my proactive approach, clear communication, and dedication to find appropriate solutions for their financial needs. Hailing from McAllen in the heart of the Rio Grande Valley, I bring a deep understanding of the local community. While the majority of my clientele resides in Texas, my services extend to California, Nevada, Louisiana, and many other states, ensuring comprehensive coverage and support in these various locations. Rooted in a family-run enterprise that serves as a cornerstone of our community, I adopted values of integrity and ethical conduct at a very young age. This upbringing instilled in me a deep-rooted passion for the world of business. Personally, I've been happily married for five years and am blessed with the joy of raising two wonderful boys. My wife and I thrive on adventures, embracing outdoor activities like hunting, fishing, and the ranch life. A sports enthusiast, I enjoy both playing and watching sports, any my passion extends to outdoor cooking and barbecuing. Engaging in community service endeavors as a family brings us immense joy, reinforcing our commitment to contributing positively to the community we call home.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
07/24/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?Episode 81 of Make...
07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/4b7Xv9i

Retirement is often viewed as a time of freedom and security, but even the most well-planned retirement can face unfores...
07/23/2026

Retirement is often viewed as a time of freedom and security, but even the most well-planned retirement can face unforeseen challenges, such as health and cognitive issues. Recognizing early signs of financial vulnerability is crucial...

Retirement is often viewed as a time of freedom and security, but even the most well-planned retirement can face unforeseen challenges, such as health and cognitive issues.

Your insurance needs don’t stay the same when the nest empties, but what changes?
07/22/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Are You on Track? The Retirement Savings Benchmarks You Should Hit by 50, 55, 60 and 65.Most people guess their retireme...
07/21/2026

Are You on Track? The Retirement Savings Benchmarks You Should Hit by 50, 55, 60 and 65.

Most people guess their retirement number — don't be one of them. See how much you should save based on your current age and income.

Compare your balance against this Wall Street benchmark, tailored by age and income level, to see if you're truly ready for retirement.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
07/20/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

This Is the Biggest Financial Mistake Many Families Are Making.If you're not talking openly with your adult children abo...
07/20/2026

This Is the Biggest Financial Mistake Many Families Are Making.

If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.

If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.

Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection.With the threat of the estate tax sunset officia...
07/20/2026

Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection.

With the threat of the estate tax sunset officially resolved, picking a trust is now a choice between long-term asset protection and tax-free basis step-ups.

Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.

3 Reasons High Earners Should Revisit Their Financial Plans Today.Technology is changing the way financial planners work...
07/20/2026

3 Reasons High Earners Should Revisit Their Financial Plans Today.

Technology is changing the way financial planners work and opening new doors for high earners. If you haven't met with yours lately, you may benefit from revisiting your plan.

Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
07/17/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Address

1801 S 2nd Street Ste 540
McAllen, TX
78503

Telephone

+19563422694

Website

,

Alerts

Be the first to know and let us send you an email when Frank Anthony Ulloa - Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Frank Anthony Ulloa - Financial Advisor:

Shortcuts

Share

Category