Financial AdvisorBrent Herrera
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Languages Spoken:
English, Spanish
States Insurance Licensed:
AZ, CA, CO, FL, HI, ID, NV, NY, UT, WA
State Insurance License Number (CA):
0M54345
Address:
1390 Willow Pass Rd
Ste 1040
Concord, CA 94520
US
CFP®, FSCP®

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.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

Financial AdvisorBrent Herrera

CFP®, FSCP®

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.

Languages Spoken:
English, Spanish
States Insurance Licensed:
AZ, CA, CO, FL, HI, ID, NV, NY, UT, WA
State Insurance License Number (CA):
0M54345
Address:
1390 Willow Pass Rd
Ste 1040
Concord, CA 94520
US

Protect Your Kingdom

I'm here to help you protect what matters most

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.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

Retire with Confidence
Read the Transcript
Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
Read Article
Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
Read Article

Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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