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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

1920 Main St, Suite 700

 Irvine, CA 92614

Phone:

  • 818.259.8305

Fax:

  • 844.556.4280

E-mail:

  • barrera.lucy@principal.com
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Complimentary Newsletter

Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.

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Do You Know Who Your Beneficiaries Are?

Do You Know Who Your Beneficiaries Are?

Newsletters

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Grocery Games: Strategies to Help Stretch Your Food Budget

    Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

  • HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

    Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

  • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

    At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Cash Flow Analysis

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • College Funding

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

More Calculators »

Principal Securities Form CRS Customer Relationship Summary

Lucy Barrera is licensed in AZ, CA (CA Insurance License #0C30247), FL, NC, NV, NY and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA and CO.

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