About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Northern California Northern California locations & financial professionals

Northern California locations & financial professionals

Roseville

1478 Stone Point Drive, Suite 390
Roseville, CA 95661
800-468-7188
Directions to the Roseville office

Alexis DeVorss
ab@westcorpfs.com
916-985-0288
110 Blue Ravine Rd., Suite 158
Folsom, CA 95630
Connect with me on LinkedIn
Website

Danny Fong
fong.danny@principal.com
916-779-0625
Website

John Malhotra
malhotra.john@principal.com
916-607-9754

Matthew J. Neff, AIF®
neff.matthew@principal.com
916-773-3343

Jon Roth, CFP®, RICP®
roth.jon@principal.com
800-468-7188
Connect with me on LinkedIn
Website

Mark Sanders, CLU®, ChFC®, RFC
mark@sandersfinancialdesign.com
916-939-8255
Website

Alameda

1070 Marina Village Pkwy #101B
Alameda, CA 94501
510-995-8850
Directions to the Alameda office

Elk Grove

9245 Laguna Springs Drive, Suite 100
Elk Grove, CA 95758
916-683-6240
Directions to this Elk Grove office

Frank D. Juliano, ChFC®
frank@almondvalleywealth.com
916-683-9386
Connect with me on LinkedIn

Miguel Lopez, LUTCF®
lopez.miguel@principal.com
916-683-6240
Connect with me on LinkedIn

Casey Meyer
casey@almondvalleywealth.com 
916-462-9037
Website

Carlos A. Rodriguez
rodriguez.carlos.a@principal.com
916-426-9015

Marco Rodriguez, LUTCF®
rodriguez.marco@principal.com
916-996-1891
Connect with me on LinkedIn

Modesto

301 Banner Court, Suite 1
Modesto, CA 95356
800-458-1257
Directions to the Modesto office

James Barton, LUTCF®
barton.james@principal.com
209-634-8911

Angelo Giannosa, CLU®, ChFC®,  AIF®, CLF®
angelo@almondvalleywealth.com
209-527-5210
Connect with me on LinkedIn

Vicky Johnson, CFP®, AIF®
johnson.vicky@principal.com
209-857-3975
Website

Cory Kelly
casey@almondvalleywealth.com
209-857-3971

Mark Kleiderlein, CFP®, CFS, AIF®
kleiderlein.mark@principal.com
Office 209-857-3973, Cell 209-484-9222
Website

David Ntuli
ntuli.david@principal.com
209-857-3969

Santa Rosa

445 Orchard St. #103
Santa Rosa, CA, 95404
707-579-1209
Directions to the Santa Rosa office

Ed Ritch*
ed@longtermcare4ca.com
707-579-1209

Sonoma

19401 Sleepy Hollow Ct.
Sonoma, CA 95476
707-996-4679
Directions to the Sonoma office

Howard Gorbach, LUTCF®
gorbach.howard@principal.com
707-996-4679
Website

Truckee

11327 Huntsman Leap
Truckee, CA 96161
530-500-6366
Directions to the Truckee office

Tom Kleffman
kleffman.tom@principal.com
530-500-6366

Walnut Creek

500 Ygnacio Valley Road, Suite 270B
Walnut Creek, CA 94596
925-906-4600
Directions to the Walnut Creek office

Steven Cannatella, LUTCF®, FSS
cannatella.steve@principal.com
925-216-9244

Michael Gold, CLU®, ChFC®, RICP®
michael@goldfinancial.org
415-449-8218

Jim Nakamine
nakamine.jim@principal.com
415-897-2264

Bill Tookoian
tookoian.billy@principal.com
415-225-7576

Robert Wright
wright.robert@principal.com
925-385-0201

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.

connect with us