Chris Herrera
Managing Director/Financial Representative
- Role
- Managing Director at Guardian Life
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Chris Herrera
As a Managing Director I utilize my years of experience as a financial representative…
Experience
Managing Director
Aug 2023 — Present · Sacramento County, CA, US
As a financial representative I work with small business owners, families and others focusing on growing and protecting their assets. As a managing director I work with talented individuals who possess a strong work ethic, desire to succeed and have a passion for protecting their community. Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Legaci Tomorrow Insurance & Financial Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0G56465. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
National University
Teaching Credential
2008 — 2009
California Polytechnic State University-San Luis Obispo
Bachelors
1992 — 1995
Skills
- Training
- Life Insurance
- Securities
- Finance
- Estate Planning
- Investments
- Financial Services
- Mutual Funds
- Insurance
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Business Planning
- Analysis
- Iras
- Retirement Planning
- Disability Insurance
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