Adam Herrera

Client Manager

Adam Herrera joined Marsh & McLennan Agency (MMA) as a client manager in the Retirement Services Division. In his role, he services our existing retirement services clients by preparing plan reviews, setting up employee education meetings, and helping with any day-to-day issues that arise. He also helps to prepare proposals and assists with plan transitions for prospects and new clients.

Before coming to MMA, Adam worked in wealth management, income tax planning, and retirement services at SD Mayer & Associates, a San Francisco based full-service accounting firm.

Adam earned his degree in business administration with a concentration in finance from Texas Christian University. He holds his California Life and Health Insurance license, and passed the FINRA Series 7 and Series 66 exams.

Phone (415) 315-6608