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Meet the management team - Northern California

Principal® Financial Network of Northern California

Meet the management team
Photo of Dave Izat

Dave Izat, CLU®, ChFC®, LUTCF - Senior Regional Managing Director

Dave Izat is a Senior Regional Managing Director for Principal® Financial Network. His territorial responsibilities include the Northern & Central California Regions, the Pacific Northwest Region and the Southern California Region.

With 31 years of dedicated service, Dave continues to be a recognized leader in the financial service industry. His accolades and achievements include earning the prestigious designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriters Training Council Fellow (LUTCF). He also served the industry as National Association of Financial Advisors President (NAIFA), in both the Honolulu Chapter (2002-2003) and Silicon Valley Chapter (2008-2009).

Dave joined Principal in 2024 after spending the last 21 years working with Prudential. Throughout his career, through numerous leadership positions, Dave has consistently led his organizations to top achievements both internally within the Company and within the broader Industry as well.

Originally from Scotland, Dave grew up in San Jose before moving to Hawaii after college. Then, after living in Hawaii for 14 years, he was promoted and transferred back to Northern California in 2004. He has a B.A. in Political Science from San Jose State University with an emphasis in International Relations and a minor in Business Marketing. Dave lives in El Dorado Hills, California with his wife and daughter and is a passionate fan of the Raiders, the San Jose Sharks and San Jose Earthquakes. He enjoys going to sporting events, hiking, traveling, video games and is also an avid historian.

Contact information
916-462-9013
izat.david@principal.com
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Photo of Jonathon Roth

Jonathon Roth, CFP, RICP® - Senior Managing Director

Jon joined Principal® in 2013 and accepted a position as Development Director for the Principal® Financial Network of Northern California in 2015. With nearly 10 years of experience in the industry, Jon works with families and businesses alike focusing on their personal needs and adding value where he finds opportunity. As Development Director, Jon trains and coaches financial professionals in his region to follow his format for success.

Originally from Lexington, MA, Jon moved to California in 2005. He and his wife, Katie, were married in 2008 and together they have four children.

Jon earned his BS Marketing from Fairfield University and the Retirement Income Certified Professional, RICP® certification from the American College in 2016. Jon has FINRA series 7, 63 and 65 securities registrations and became a member of Premier Club in 2014.

CA Life and Health Insurance, License # 0H17871

Contact information
916 773-3343
roth.jon@principal.com
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Photo of Matt Uno

Matt Uno - Managing Director

Matt is a Managing Director with the Northern California/Central California Region, where he finds passion in developing and coaching financial professionals to follow a format for success. With more than a decade of experience in the industry, Matt works with families and businesses alike focusing on their needs and adding value where there is opportunity. He provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.

Contact information
uno.matt@principal.com
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Photo of Haley Young

Haley Young - Candidate Experience Consultant

I moved to Principal Financial where I've joined a team that is solely dedicated to helping financial professionals start their careers or transition their current practice to an amazing company! I love getting to focus on development and be the first person our financial professionals have supporting them and rooting for them as they start a challenging but rewarding career!

Contact information
319-243-2025
young.haley@principal.com
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Photo of Lisa Rinehart

Lisa Rinehart - Regional Talent Acquisition Consultant

Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.

Contact Information
559-214-2123
rinehart.lisa@principal.com
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Photo of Daniel Garza

Daniel Garza - Business Development Consultant

Contact information
916-941-4604
Garza.daniel@principal.com
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Photo of Maureen Moore

Maureen Moore - New Business Consultant

Contact information
Moore.Maureen@principal.com
Photo of Sylvia Gradillas

Sylvia Gradillas - Site Coordinator

The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Sylvia is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.

Contact information
209-527-5210
gradillas.sylvia@principal.com
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The Financial Professionals in the Principal® Financial Network of Northern California are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of Northern California may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.