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)
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