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Brent Herrera - Mutual of Omaha Advisor
1390 Willow Pass Road, Concord, California, United States
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About the Brent Herrera - Mutual of Omaha Advisor
Brent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.
Photos of Brent Herrera - Mutual of Omaha Advisor
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, United States
Opening hours of Brent Herrera - Mutual of Omaha Advisor
Monday:
08:00 - 19:00
Tuesday:
08:00 - 19:00
Wednesday:
08:00 - 19:00
Thursday:
08:00 - 19:00
Friday:
08:00 - 19:00
Saturday:
10:00 - 14:00
Sunday:
Day off
Reviews of Brent Herrera - Mutual of Omaha Advisor
"Brent assisted me through my LTCi application, everything went smoothly and swiftly. He promptly reply to my email, usually within 90 minutes, and It took only 20 days from the day I sent him the first email to the day when the policy become effective (for comparison, it would took more than 2 month for my employer sponsored group LTC program to finalize a policy for me)."
"Brent has a deep understanding of life insurance industry. I always learn a new innovative benefit of investing in Insurance. Looking forward to working with Brent on my needs. I can recommend Brent for any life insurance needs."
"Brent has demonstrated an unparalleled level of professionalism and expertise. He took the time to thoroughly explain various policy options, ensuring I had a clear understanding of the coverage that best suited my needs. His personalized approach, coupled with a genuine concern for my well-being, made the process of securing life insurance both seamless and reassuring. I highly recommend Brent, he’s awesome!!!"
"Brent helped me secure a policy that was very difficult to establish. He kept constant contact with me. He was always available, knowledgeable and patient when dealing with this situation. He truly is one professional man in the business I fully trust, and I’d recommend to go to when applying for any life insurance. He is exceptional!!!"
"What a great pleasure to find and work with Brent for our insurance needs. So professional, so knowledgable, so helpful, and just a pleasure to work with. I first chatted with Brent about our potential long term insurance needs over a year ago. We were so impressed that, once we made our decision to go forward over a year later, we tracked him down so that we could get the benefit of his expertise and service. Thanks so much Bent."
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