Stephen Ulrich

Stephen Ulrich is the founder and President of Asset Optimization Strategies. With 20 years of experience in the insurance and financial services industry, Steve has always focused on the unique needs and goals of the pre-retiree and retiree communities. Steve and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.

Steve has held Securities Licenses as well as having Life, Health and Long Term Care Insurance Licenses. He enjoys showing clients strategies that they may not have known, to make the most effective use of their dollars in reaching their goals. These include reducing taxes in retirement using provisions in The Taxpayer Relief Act of 1997. Most are unaware of what relief is provided for in this law including advisors.

Unlike many Financial Advisors, Asset Optimization Strategies is an independent financial planning firm, and is able to offer numerous investment and insurance product choices, including annuities. Steve has extensive product knowledge, allowing him to find the most appropriate solutions to help clients achieve their current and long-term financial goals.  He purposes to always hold the clients’ interests above other considerations. This means that solutions are designed with the clients’ highest good in mind.

Steve grew up in Stow, Ohio, and earned his business degree at the University of Wisconsin, Parkside.

Steve has been married to his wife Marian for over 20 years and resides in Vista, California. When not helping his clients increase their confidence about their financial future, Steve and Marian enjoy traveling, spending time with their children and grandchildren, as well as multiple outdoor activities in the great state of California. Steve has a personal goal of being a little more healthy and a little more fit each year. Steve and Marian are active members at North Coast Church in Vista.


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