Meet Jeff Barrera
Your Guide to a Tax-Smart, Purposeful Retirement
You didn’t accumulate your wealth by accident — and your retirement plan shouldn’t be that way either.
Jeff Barrera isn’t your typical advisor. With over two decades of experience, he brings a rare combination of retirement planning expertise and tax strategy insight to serve people who want to protect what they’ve earned — not give it away to hidden traps.
Jeff entered the financial services industry in 1997, driven by a desire to help people turn intentions into outcomes. Over time, he observed something most advisors missed: taxes quietly erode retirement success when they’re not baked into the plan.
Because of that, Jeff doubled down on mastering the intersection between tax strategy and retirement design — so his clients can pursue their goals without unnecessary loss to fees, inefficiencies, or tax drag.
Retirement Income Planning
Crafting income streams that last, adapt, and protect you from market risk
Tax Efficiency
Designing strategies to reduce the tax bite on your wealth and future distributions
Holistic Integration
Coordinating retirement, investment, legacy, and insurance strategies into one unified plan
Client-First Approach
No “cookie-cutter” solutions. He invests in your story, your values, your goals
When you meet Jeff, he starts by listening. He digs into your goals, fears, and what “retirement freedom” truly means to you — then builds a plan that aligns with both your wallet and your legacy.
Qualifications, Licenses & Credentials
- Securities registrations: Series 7, 6, 66, 9, 10, and 63
- Licensed in life, health, disability, and long-term care insurance
- Years of professional experience in managing investments, advising clients, developing retirement plans
Life Beyond the Office
Jeff lives in Orange County, California, with his wife Vivien and their two children, Lana and Maya. When he isn’t working, he enjoys pushing his limits through triathlons, snowboarding, wakeboarding, basketball, and golf. He brings the same intentionality to his life outside work — and believes that the best financial plans support the life you want, not constrain it.
Why This Matters for You
Because you need more than an advisor — you need a guide who:
- Sees tax as part of your plan, not an afterthought
- Balances growth and protection
- Knows when to lean in and when to step back
- Translates complexity into clarity
Jeff’s mission: help you retire by design, not by default.
Ready to explore whether you and Jeff might be a good partnership?
Take control of your financial future–Schedule a FREE consultation today to review your investments and clarify your goals. No pressure, just smart guidance to help you move forward with confidence.