Before his life as a financial planner, Brent spent 5 years obtaining his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. He worked at a local pizza restaurant and held roles as a bartender and assistant manager. Due to his experiences as a being people facing, he prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Brent now shares his life with his beautiful wife Morgan and they are raising an exotic bully dog named Gatsby. They are currently planting roots in Concord, CA. Some of the ways he recharges his batteries are playing adult softball, playing golf, lifting weights, and hiking. He is actively involved in serving others at his local Chamber of Commerce in Dublin and serves as director on the Board of Directors.
Brent has always been drawn to leadership roles within organizations he joined, as he found it important to create change and growth for members within. He still sees himself as a leader, just now within his community.
Brent achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional®designations through the American College of Financial Services. He holds his Series 7, 63, 65, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. He is committed to providing his clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
Financial AdvisorBrent Herrera
Before his life as a financial planner, Brent spent 5 years obtaining his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. He worked at a local pizza restaurant and held roles as a bartender and assistant manager. Due to his experiences as a being people facing, he prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Brent now shares his life with his beautiful wife Morgan and they are raising an exotic bully dog named Gatsby. They are currently planting roots in Concord, CA. Some of the ways he recharges his batteries are playing adult softball, playing golf, lifting weights, and hiking. He is actively involved in serving others at his local Chamber of Commerce in Dublin and serves as director on the Board of Directors.
Brent has always been drawn to leadership roles within organizations he joined, as he found it important to create change and growth for members within. He still sees himself as a leader, just now within his community.
Brent achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional®designations through the American College of Financial Services. He holds his Series 7, 63, 65, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. He is committed to providing his clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
