Steven Herrera, Title Needed
Steven joined CFG in 2024. He holds a CA life insurance license and the Chartered life Underwriter (CLU) industry designation.
Prior to joining CFG, Steven gained valuable experience designing and modeling Supplemental Executive Retirement Plans (SERPs) for highly compensated executives and Wealth Transfer solutions utilizing life insurance for affluent families.
“Implementing and servicing insurance policies in the executive benefit and high net worth marketplace can get complex. CFG consistently provides clarity to the decision-making process for clients that are implementing a new plan or maintaining their existing insurance.”
Steven is originally from Southern California, where he still resides today. Outside of the office, he enjoys outdoor activities, going on trips, and making memories with his son Ethan.
Steven earned a B.S. in Business Administration from California State University Channel Islands.