Frank Anthony Ulloa - Financial Advisor

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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 comprehensive 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.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/23/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
10/21/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Whether you know it or not, you have a legacy. In 1991, Warren Buffett said, “Someone's sitting in the shade today becau...
10/20/2026

Whether you know it or not, you have a legacy. In 1991, Warren Buffett said, “Someone's sitting in the shade today because someone planted a tree a long time ago.” That’s a good way to frame that idea; the seed or sapling you’re...

Whether you know it or not, you have a legacy. In 1991, Warren Buffett said, “Someone's sitting in the shade today because someone planted a tree a long time ago.” That’s a good way to frame that idea; the seed or sapling you’re planting is going to mean something to someone some

Is there a role for both active and passive investments in your portfolio?
10/19/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
10/16/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/14/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Forty years ago, The Economist needed a way to make a dry economic concept feel real to readers, so it turned to the pri...
10/13/2026

Forty years ago, The Economist needed a way to make a dry economic concept feel real to readers, so it turned to the price of a hamburger, something everyone already understood. This month marks four decades since the Big Mac Index...

Forty years ago, The Economist needed a way to make a dry economic concept feel real to readers, so it turned to the price of a hamburger, something everyone already understood. This month marks four decades since the Big Mac Index debuted, and it has outlasted almost every other

Term vs. permanent: which fits your stage of life?"Term is useful when you're young, can't afford permanent and have tem...
10/12/2026

Term vs. permanent: which fits your stage of life?

"Term is useful when you're young, can't afford permanent and have temporary needs." Only about half of American adults have coverage. Kiplinger compares term (temporary, lower initial cost) with permanent policies (no expiration, cash value that can support retirement planning).

There’s more to life insurance than just a big check after you check out.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
10/12/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Which account you withdraw from first can change your tax bill."It's not what you earn but what you keep," also applies ...
10/11/2026

Which account you withdraw from first can change your tax bill.

"It's not what you earn but what you keep," also applies to retirement balances. Kiplinger covers four withdrawal strategies built around tax efficiency, including how 2026 long-term capital gains rates work: 0% for married filers under $98,900 of taxable income and 15% up to $613,700

These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.

Address

1801 S 2nd Street Ste 540
McAllen, TX
78503

Telephone

+19563422694

Website

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