Lucy Barrera
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    • Protect one of your most valuable assets...your income.

    • Life Happens. Are you ready? 

     

    • Are you prepared for a longer retirement?

     

    • Planning for the future doesn't have to hard. I can help.

Lucy Barrera

575 Anton Blvd., Suite 900
Costa Mesa, CA 92626

Phone:

  • 818.259.8305

Fax:

  • 844.556.4280
  • E-mail address: barrera.lucy@principal.com
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    Contact Us

    Please feel free to contact us with any questions.

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    Videos

    We have interesting videos for you to watch on my site.

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    The Retirement Income Factor

    How much money will you bring to retirement?
    More Videos »

    Newsletters

    • Be Aware of Observation Care

      Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.

    • Give and Receive with a Charitable Remainder Trust

      Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

    • Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

      Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.

    • A New Option for Providing Health Coverage in 2020

      Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

    More Newsletters »

    Calculators

    • Federal Income Tax

      This calculator can help you estimate your annual federal income tax liability.

    • IRA Eligibility

      Use this calculator to determine whether you qualify for the different types of IRAs.

    • Impact of Inflation

      Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

    • Cost of Retirement

      Use this calculator to estimate how much income and savings you may need in retirement.

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Dow Jones Industrials 28,992.41 -0.78%
    NYSE Composite 13,975.78 -0.61%
    AMEX Composite 2,406.89 -0.72%
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    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    Lucy Barrera is licensed in California (Insurance Lic. #0C30247) to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA.

    This site is not a solicitation of interest in any of these products in any other state.

    IMPORTANT CONSUMER INFORMATION: Lucy Barrera may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if she is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Lucy Barrera that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution she represents, contact your state securities law administrator.

    Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.  Lucy Barrera, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. 

    Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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