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 be 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.

Contact Us

Complimentary E-Newsletter

Contact me if you would like to be added to my Free eNewsletter. You will receive a complimentary legacy planning guide for signing up.

Free eNewsletter

Videos

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

View Videos

What Is Investment Risk?

How different types of risks can adversely affect your investments
More Videos »

Newsletters

  • Why Family Businesses Should Have Succession Plans

    Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

    This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.

  • Early Retirement and Your Tax-Deferred Savings

    Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators »

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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Check the background of this financial professional on FINRA's BrokerCheck