About Úrsula

Úrsula Alexandra Delgado is a Finance Strategist & Life Insurance Mentor helping families and entrepreneurs design retirement strategies with purpose. With more than two decades mentoring leaders and business owners, she blends behavioral psychology, faith-aligned values, and practical finance so clients can build wisely and live peacefully.

Faith, Finances, and Future — in Balance.

Credentials & Focus

  • ✔ Indexed Universal Life (IUL) strategies
  • ✔ Retirement planning for small-business owners
  • ✔ Liquidity & legacy design
  • ✔ Bilingual education (EN/ES)
0
Skip to Content
Up5Financialsolutions
Spanish
Schedule
Contact
Learn more
About
Home
Book now
Up5Financialsolutions
Spanish
Schedule
Contact
Learn more
About
Home
Book now
Spanish
Schedule
Contact
Learn more
About
Home
Book now