Meet Lucy Barrera

Lucy Barrera

Financial Services Representative

Principal Securities Registered Representative

d: 657.261.2548

c: 818.259.8305









  • 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