Herrera May Wealth Management

Herrera May Wealth Management To serve every aspect of your financial life while providing personalized wealth management advice.

Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: Brent Herrera - CA Insurance License 0M54345, AL, FL, GA, ID, NM, NV, WA. Thomas May - CA Insurance License 0L98011, OR, IN, KS, CA, TN, WA, NV
2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the follo

wing link for important information: http://www.mutualofomaha.com/disclosure/ 3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (http://www.finra.org)/SIPC (www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. Herrera May Wealth Management and the Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.Th...
05/18/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

📣 Have you thought about your estate plan lately?If the answer is "not really" — this one's for you.On May 20th at noon,...
05/12/2026

📣 Have you thought about your estate plan lately?

If the answer is "not really" — this one's for you.

On May 20th at noon, I'm joining forces with estate planning attorney Alexandria Goff Goff Legal, PC, for a live educational fireside chat. We're cutting through the confusion and talking real strategies to help protect what matters most to you.

✅ Free to attend
✅ Live & interactive
✅ Practical takeaways you can act on

📅 Wednesday, May 20th | 🕛 12:00 PM | 💻 Live Webinar

🔗 Register here: https://my.demio.com/ref/t0Q73fv5t5VsWzur

Tag a friend or family member who needs to hear this! 👇

Today, we celebrate the incredible impact teachers have on our lives and communities. Your dedication, passion, and hard...
05/05/2026

Today, we celebrate the incredible impact teachers have on our lives and communities. Your dedication, passion, and hard work inspire countless students to reach their full potential.

Let’s take a moment to appreciate all the teachers out there—your influence is immeasurable! ❤️📚

04/30/2026

Are you treating your retirement savings like one big pile? Here's a better way. 🪣

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
04/27/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

🎉 Exciting news! We're hosting a FREE live webinar on May 20th at noon, and we'd love for you to join us! Registration L...
04/22/2026

🎉 Exciting news! We're hosting a FREE live webinar on May 20th at noon, and we'd love for you to join us! Registration Link in Post.

Thomas will be sitting down with estate planning attorney Alexandria Goff Founder of Goff Legal, PC for an open, educational fireside chat — covering the estate planning topics that matter most and answering the questions people often don't know to ask.

Whether you're just getting started or want a timely check-in on your plan, this conversation is for you. No jargon, no sales pitch — just practical insights you can actually use.

📅 Date: Wednesday, May 20th
🕛 Time: 12:00 PM
💻 Format: Live Webinar (attend from anywhere!)

Spots are limited — save yours today:
👉 https://my.demio.com/ref/t0Q73fv5t5VsWzur

Feel free to share this with anyone who might benefit. See you there! 👋

04/03/2026

Over $1.6 tillion is sitting in forgotten 401(k)s—is yours one of them? 💼



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. All investing involves risk, including the possible loss of principal

🚢From ships to shares, here’s a brief history of stocks 📊The first “stocks” were tied to dangerous sea voyages. Today? T...
04/02/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

While markets have been known to “climb a wall of worry,” they can struggle during periods of uncertainty. Events in the...
03/25/2026

While markets have been known to “climb a wall of worry,” they can struggle during periods of uncertainty. Events in the Middle East are creating a great deal of uncertainty. As you can see, speculators now anticipate short-term interest rates may rise before December 2026.

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1390 Willow Pass Road #1040
Concord, CA
94520

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