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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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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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

View Videos

Newsletters

  • Concerned About Inflation? Consider TIPS

    Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.

  • Working While Receiving Social Security Benefits

    Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

  • ETFs Are Gaining on Mutual Funds: Here’s Why

    Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

  • Grandparent 529 Plans Get a Boost Under New FAFSA Rules

    Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

More Newsletters »

Calculators

  • Life Insurance

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

  • Home Affordability

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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. Reference companies 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