Meet Lucy Barrera


Financial Services Representative

Principal Securities Registered Representative

d: 657.261.2548

c: 818.259.8305




Hi there!  I'm Lucy, a financial professional who specializes in providing asset and retirement strategies for clients by customizing a plan to help you meet your financial goals and objectives, leave a legacy and retire on your own terms. 

I have over 20 years of financial services experience in the Dental and Medical industries.  I understand their dedication to the medical career and the countless hours they spend in their practice, having limited time to plan for their own financial future.  I dedicated my time and knowledge to provide my service as appreciation for the outstanding job that they do.  What sets me apart from others?  My passion for my career!

Contact me today to get your plan started!


  • Over 20 years of experience in the finanical services industry
  • Strong understanding of financial concerns of dental and medical professionals
  • I'm passionate about helping my clients achieve their financial goals


  • BA in Social Science and Finance – California State University – Los Angeles
  • Series 6 and 63 securities registrations
  • California Life & Health insurance license


  • Lucy and her daughter Kristell have a dog named Marty
  • During my free time I enjoy being active with family and friends.  I love outside activities such hiking and nice walks on the beach.  Also exercising, reading and vacations.
  • Volunteers at Saddleback Church, charity events in different hospitals, and medical events