Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to our Website
Check us out on BrokerCheck


Thank you for choosing to find out more about how Philip J. Herrera, CPA, CFP® can address your financial needs and help you design strategic wealth-care solutions. Our goal is to offer our clients the best possible service in a broad array of financial services - investments and portfolio management, retirement planning, life insurance strategies, long-term health care solutions, estate tax planning, and income tax concepts.

Philip J. Herrera, CPA, CFP® utilizes an array of comprehensive financial solutions to help create the outcomes you desire. We do this by applying our unique Method - 10 Analysis™ to your situation. From that evaluation, we then discuss suitable investment options, help you implement your choices, and periodically review your financial strategies to ensure they are performing consistently with your stated goals.

Over the years many of our clients have asked for our assistance in creating financial strategies. In creating those strategies, our primary goal is to help ensure you meet your financial needs throughout life. It is because of our keen desire to help ensure your financial well-being that he has held the Certified Financial Planner™ certification since 1994.

Please feel free to contact me at 909.621.6136, or at pherrera@HerreraFinancialServices.com, to visit further about how we might be able to help you.


 
 
 Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.

Placing business through 1st Global Insurance Services, Inc.

CA Insurance #0810992

We currently have individuals licensed to offer securities in the states of CA and NV. This is not an offer to sell securities in any other state or jurisdiction.

Method 10(tm) are property of 1st Global Capital Corp. 2009. All Rights Reserved.
 


Check the background of this financial professional on FINRA's BrokerCheck.