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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:

  • 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

  • Money Market Funds in a Low Rate Environment

    Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

  • Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

    Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.

  • Your Business: Minimum-Wage Laws in the Spotlight

    As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.

  • Child Tax Credit for 2021: Will You Get More?

    This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.

More Newsletters »

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Federal Income Tax

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

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