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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 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

  • Life Insurance in Retirement

    Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.

  • Charitable Gifts of Life Insurance

    Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.

  • Breaking Down the Numbers: The Soaring U.S. National Debt

    As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.

  • HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

    On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Cash Flow Analysis

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

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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