California
Our national sales force includes regional offices, local Principal Financial Group agencies (Business Centers), and local brokerage general agencies. Here are the offices helping clients in California. If there is not an office in your state, please contact one of our regional offices.
Individual Sales
For an office nearest you contact one of the following:
- Central California Business Center Web site
- Northern California Business Center
- Southern California Business Center
Elk Grove
Steven "Steve" J. Wright, CLU®
Regional Managing Director
Marco Rodriguez
Special Market Developer
- 7811 Laguna Blvd., Suite 100
- Elk Grove, California 95758-7941
- Phone: 916.683.6240
- Fax: 916.683.9380
- Contact our office directly
Fresno
Rodney "Rod" Thornton, CLU®, ChFC®
William "Bill" E. Griffith, CLU®, ChFC®
Co-Regional Managing Directors
Robert Cozzi Jr.
Development Director
- 1350 E. Spruce Avenue, Suite 100
- Fresno, California 93720
- Phone: 559.261.2000
- Fax: 559.261.0501
- Toll Free: 800.458.1250
- Link to Central California Business Center Web site
Glendale
Los Angeles County and surrounding region
Jeff Golan, CLU®, ChFC®
Regional Managing Director
- 500 North Brand Blvd., Suite 1810
- Glendale, California 91203
- Phone: 818.243.7141, ext. 211
- Fax: 818.243.4658
- Toll Free: 866.418.8912
- Contact our office directly
Irvine
Jeff Golan, CLU®, ChFC®
Regional Managing Director
Karen Whitmore
Recruiting Director
- 18101 Von Karman Avenue,
- Suite 1150
- Irvine, California 92612
- Phone: 949.442.6940, ext. 201
- Fax: 949.442.7697
- Toll Free: 800.458.1218
- Contact our office directly
Modesto
Steven "Steve" J. Wright, CLU®
Regional Managing Director
- 1101 Sylvan Avenue, Suite C-105
- Modesto, California 95350
- Phone: 209.527.5210
- Fax: 209.527.0116
- Toll Free: 800.458.1257
- Contact our office directly
Palm Desert
Jeff Golan, CLU®, ChFC®
Regional Managing Director
- 73111 El Paseo, Suite 204
- Palm Desert, California 92210
- Phone: 760.340.2805
- Fax: 760.340.2806
- Contact our office directly
Roseville/Sacramento
Steven "Steve" J. Wright, CLU®
Regional Managing Director
Katherine Lee
Recruiting Director
Jeff McNaney
Development Director
- 1478 Stone Point Drive, Suite 390
- Roseville, California 95661
- Phone: 916.773.3343
- Fax: 916.773.3040
- Toll Free: 800.468.7188
- Contact our office directly
San Diego
Jeff Golan, CLU®, ChFC®
Regional Managing Director
- 9330 Scranton Road, Suite 250
- San Diego, California 92121
- Phone: 858.554.1100, ext. 101
- Fax: 858.554.1106
- Toll Free: 800.458.1214
- Contact our office directly
Xavier Mahdion
Special Marketing Developer
- 9330 Scranton Road, Suite 250
- San Diego, California 92121
- Phone: 858.554.1100, ext. 107
- Fax: 858.554.1106
- Toll Free: 800.458.1214
- Contact our office directly
Brokerage & Wholesaling Representatives
Northern California, Los Angeles, Ventura, Kern, Santa Barbara, San Bernardino, San Luis Obispo counties
Kirk Wolf
RVP-Nonqualified Plans
- 500 North Brand Blvd. Suite 1800
- Glendale, California 91203
- Phone: 818.547.6077, ext. 158
- Toll Free: 866.237.9614, ext. 158
- Fax: 818.547.6967
Southern California, south of and
including Orange County
Sherry Flint, CLU®
RVP-Nonqualified Plans
- Sorrento South
- 9330 Scranton Road, Suite 260
- San Diego, California 92121
- Phone: 858.455.6606, ext. 205
- Fax: 858.455.6942
Northern California
Eric Carpenter
RVP-Life Brokerage
- 3065 Vessing Road
- Pleasant Hill, California 94523
- Phone: 925.984.9145
Southern California
Gregg A. Michael
RVP-Life Brokerage
- 425 Market Street, Suite 2200
- San Francisco, California 94105
- Phone: 415.912.2836
- Fax: 415.912.2837
Jim Farden, CLU®, RHU
Disability Income Regional Vice President
- Phone: 415.487.9124
- Fax: 415.934.0816
