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Our Team
Philip J. Herrera Philip J. Herrera, CPA, CFP®

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Keri Cruz Keri Cruz

Keri received her Associates Degree in Business from Citrus College and has been working with Herrera Financial Services since 2008. She assists with tax return preparation, financial planning applications, bookkeeping and data maintenance. Keri has over 18 years experience in the accounting field. She is married to Josh and they enjoy spending time with family and friends. 

Philip J. Herrera II Philip J. Herrera II

Cathy Crowell Cathy Crowell

Cathy has been working with Herrera Financial Services for over 10 years in varying capacities. She completed her B.A. in Communications at the University of Southern California and earned her M.A. in Business Management at Claremont Graduate University. For many years, Cathy provided office support, especially during tax season. Now Cathy serves as a consultant, facilitating with online and print business communications. Cathy is married to Casey and they reside in Fullerton with their children, Callan and Elizabeth. 

Ron Pusey Ron Pusey

Ron earned his B.S. from Claremont Men's College, currently know as Claremont McKenna College. He started his own practice, specializing in accounting and taxes (personal, partnership, corporate, trusts and estates) Ron joined with Herrera Financial Services over 12 years ago. 

Mary Herrera Mary Herrera

 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.

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