Meet Lucy Barrera
LUCY BARRERA
Senior Financial Services Representative
Principal Securities Registered Representative
d: 657.261.2548
c: 818.259.8305
Hi there! I’m Lucy, a financial professional who focuses on helping Business Owners, Medical/Dental Professionals, and families plan for retirement on their terms. I help create custom long-term goals for each client, based on their unique objectives. I also focus on helping my clients keep and protect what they’ve achieved and leave a legacy.
I have 20 years of financial experience in the Dental and Medical industry. The countless hours doctors and dentists spend in their practices, helping others, can leave little time for planning and taking care of their own financial futures. I dedicate my time, knowledge, and experience to providing great service and client experiences. My goal is to make a real difference in the lives of my clients.
What sets me apart from others? My passion for service and solutions!
Contact me today to get your plan started!
EXPERIENCE:
- 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
EDUCATION & CREDENTIALS:
- BA in Social Science and Finance – California State University – Los Angeles
- Series 6 and 63 securities registrations
- California Life & Health insurance license
INTERESTS:
- 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