Meet the management team
Jeff Golan, CLU®, ChFC®, CLF® - Regional Managing Director
Jeff Golan leads his offices with over 20 years of experience in financial services. His team focuses on the culture of heartfelt relationships and helping people set and achieve their financial goals.
Contact information
657-261-2521
golan.jeff@principal.com
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Michael DM Yoffee - Managing Director
Michael joined Principal® Financial Network of Southern California management team in 2022, bringing over 15 years of experience in the insurance and financial services industry. Michael’s goal is helping clients achieve better financial outcomes. It’s not just what he does, but it’s what his clients expect from him. He works diligently to educate them so they can make the best decisions supporting their financial and personal goals. Michael’s role in educating his clients empowers them to not only crystalize their financial objectives but take actionable steps towards reaching them. As Managing Director, Michael is committed to helping financial professionals leverage their strengths and experiences to build more successful practices.
Contact information
619-407-8087
yoffee.michael@principal.com
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Jennifer Menth - Candidate Experience Consultant
Jennifer partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.
Contact information
657-261-2575
menth.jennifer@principal.com
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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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Jared Coplen - Business Development Consultant
Jared partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
coplen.jared@principal.com
Edgar Torres - New Business Consultant
Edgar is responsible for consulting and managing new business case design and submission. He partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.
Contact information
657-261-2525
torres.edgar@principal.com
Amie Johnson - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Amie Johnson is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
johnson.amie@principal.com