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KWB Wealth Managers

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KWB Wealth Managers

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  2. Vanessa Herrera

Vanessa Herrera

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Vanessa Herrera
Administrative Assistant
E-mail: 
Nessa@kwbwealthmanagers.com

Vanessa (Nessa) joined the KWB team in April 2019 with prior experience working in the Business Development Department for Spreen Mazda.  She graduated from Valley High School in 2017 and is currently attending Riverside City College. She plans to graduate with her Associates degree in two years and transfer to a University where she will pursue a bachelor’s degree in Accounting with a focus on acquiring her Certified Internal Auditor (CIA) Certification. 

Nessa is excited for her new learning opportunities and experiences here at KWB.  She is eager to learn about the finance industry and is ready to build long lasting relationships with each our clients.  In her spare time, she enjoys spending time with her daughter Khloe, reading, participating in her church group, and riding horses (which she plans to purchase one soon!)

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  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

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