• Jeffrey Barrera

    Branch Manager

    Financial Advisor

Since entering the business of managing investments, retirement savings, and wealth in 1997; Jeff approaches his clients' financial planning the way he approaches his personal life: and that is to live life by design not by default. This is evidenced by his success that evolves around a plan driven rather than a product driven approach. More importantly, Jeff has maintained his steadfast commitment to always put his clients' best interest first.

Jeff is responsible for managing and growing client relationships, with a particular emphasis on retirement income planning of individuals, families, and businesses. As such, he conducts the majority of his meetings with clients to help them address their financial concerns and achieve financial independence.

Jeff holds the Series 7, 6, 66, 9, 10 and 63 securities registrations, as well as life, health, disability and long-term care insurance licenses. Jeff and his wife, Vivien, live in Orange County, California, with their two children, Lana and Maya. Outside of the office, he enjoys competing in various triathlon events, as well as, snowboarding, wakeboarding, basketball, and golf.