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California

Individual Sales

The California offices are located in these cities:

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Bakersfield

Robert "Bob" Mandolesi
Managing Director

Shawn Mandolesi
Recruiting Director

  • 5001 California Avenue, Suite 125
  • Bakersfield, California 93309
  • Phone: 661.327.7711
  • Fax: 661.631.1413
  • Toll Free: 800.458.1255
  • Contact our office directly

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Elk Grove

Leonard "Lenny" R. Dean, LUTCF, CFP®
Regional Managing Director

Marco Rodriguez
Special Market Developer

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Fresno

Rodney "Rod" Thornton, CLU, ChFC
William "Bill" E. Griffith, CLU, ChFC
Co-Regional Managing Directors

Mark Babcock, LUTCF
Managing Director

  • 1350 E. Spruce Avenue, Suite 100
  • Fresno, California 93720
  • Phone: 559.261.2000
  • Fax: 559.261.0501
  • Toll Free: 800.458.1250
  • Contact our office directly

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Irvine

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

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Los Angeles


  • 500 North Brand Blvd., Suite 1810
  • Glendale, California 91203
  • Phone: 818.243.7141
  • Fax: 818.243.4658
  • Toll Free: 866.418.8912
  • Contact our office directly

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Modesto

Steven "Steve" J. Wright
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

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Rancho Cordova

Leonard "Lenny" R. Dean, LUTCF, CFP®
Regional Managing 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

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Roseville

Leonard "Lenny" R. Dean, LUTCF, CFP®
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

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Sacramento

Leonard "Lenny" R. Dean, LUTCF, CFP®
Regional Managing 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

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San Diego


  • 9330 Scranton Road, Suite 250
  • San Diego, California 92121
  • Phone: 858.554.1100
  • Fax: 858.554.1106
  • Toll Free: 800.458.1214
  • Contact our office directly

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San Francisco

Leonard "Lenny" R. Dean, LUTCF, CFP®
Regional Managing Director

Godfrey Leung, CLF
Managing Director

  • 951 Mariner's Island Blvd., Suite 200
  • San Mateo, California 94404
  • Phone: 650.286.0330
  • Fax: 650.286.0220
  • Toll Free: 877.215.1663
  • Contact our office directly

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San Jose

John K. Wilson
Recruiting Director

  • 181 Metro Drive, Suite 700
  • San Jose, California 95110-1346
  • Phone: 408.437.7200
  • Fax: 480.437.7205
  • Toll Free: 800.654.1485
  • Contact our office directly

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San Mateo

Leonard "Lenny" R. Dean, LUTCF, CFP®
Regional Managing Director

Godfrey Leung, CLF
Managing Director

  • 951 Mariner's Island Blvd., Suite 200
  • San Mateo, California 94404
  • Phone: 650.286.0330
  • Fax: 650.286.0220
  • Toll Free: 877.215.1663
  • Contact our office directly

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Visalia

Bob Mandolesi
Managing Director

  • 3530 W. Mineral King Avenue, #C
  • Visalia, California 93291
  • Phone: 559.627.3550
  • Fax: 559.627.4248
  • Toll Free: 800.458.1258
  • Contact our office directly

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Brokerage & Wholesaling Representatives


Northern California, north of San Luis Obisco, Kern & San Bernandino
David Devincenzi
RVP-Nonqualified Plans

  • 999 5th Avenue, Suite 490
  • San Rafael, California 94901
  • Phone: 415.453.7411, ext. 3031
  • Fax: 415.453.7409

Northern California, Los Angeles, Ventura, Kern, Santa Barbara, San Bernandino, 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

Eric Carpenter
RVP-Life Brokerage

  • 3065 Vessing Road
  • Pleasant Hill, California 94523
  • Phone: 925.984.9145

Gregg A. Michael
RVP-Life Brokerage

  • 425 Market Street, Suite 2200
  • San Francisco, California 94105
  • Phone: 415.912.2836
  • Fax: 415.912.2837

Torey Jacobs
Life Regional Vice President

  • Toll free: 800.654.4278, x22188
  • Fax: 515.362.2188

Jim Farden
Disability Income Regional Vice President

  • 269 Waller Street
  • San Francisco, California 94102
  • Phone: 415.487.9124
  • Fax: 415.934.0816

Bill Barrett, Brokerage General Agent
W. J. Barrett Insurance Agency, Inc.

  • 65 Marbella
  • San Clemente, California 92673
  • Phone: 949.493.7336
  • Fax: 949.493.7325

Jeffrey Berson, Brokerage General Agent
ESN Insurance Services Network Inc

  • 1525 Faraday Ave., Suite 180
  • Carlsbad, California 92008
  • Phone: 800.338.1892
  • Fax: 760.930.9495

Fredric Berger, Brokerage General Agent
Berger Insurance Services

  • 804 Pier View Way, #211
  • Oceanside, California 92054
  • Phone: 760.435.9702
  • Fax: 760.435.9703

F. James "Jim" Brock Jr., CLU, ChFC, Brokerage General Agent
Kristal, Brock, Reuscher

  • 700 Larkspur Landing Circle, Suite 240
  • Larkspur, California 94939
  • Phone: 415.927.6999
  • Fax: 415.927.6996

Michael Cavalier, Brokerage General Agent
Cavalier Associates

  • 2801 Townsgate Road, Suite 350
  • Westlake Village, California 91361
  • Phone: 805.371.4888
  • Fax: 805.371.4899
  • Toll Free: 800.350.2019

Jack Cole, Brokerage General Agent
Harper-Cole Insurance Services, Inc.

  • 5700 Ralston Street, #200
  • Ventura, California 93003
  • Phone: 805.639.4066 ext.102
  • Fax: 805.639.0259

Anthony Cravitz, BGA Unit
New Generation Insurance Marketing, Inc.

  • 15650 Devonshire Street, #312
  • Granada Hills, California 91344
  • Phone: 818.920.1777
  • Fax: 818.920.1778

Bob DiMeo, Brokerage General Agent
Highland Capital Brokerage - Los Angeles

  • 3345 Willshire Blvd, Suite 715
  • Los Angeles, California 90010
  • Phone: 213.389.3168
  • Fax: 213.389.3441

Bob DiMeo, Brokerage General Agent
Highland Capital Brokerage - San Diego

  • 1921 Palomar Oaks Way, Suite 105
  • San Diego, California 92008
  • Phone: 760.438.2600
  • Fax: 760.389.3441

Susan J. Edwards, CLU, Brokerage General Agent
First Resource Insurance Services, Inc.

  • 1165 Monserate Avenue
  • Chula Vista, California 91911
  • Phone: 619.422.3912
  • Fax: 619.422.3194

Michael Fitzgerald, Manager
Fitzgerald Insurance Services, Inc. - Capitas

  • 2001 N. Main Street, Suite 210
  • Walnut Creek, California 94596
  • Phone: 925.925.3800
  • Fax: 925.952.3808

Kent Freundt, Brokerage General Agent
Freundt and Associates

  • 9171 Towne Centre Drive, #200
  • San Diego, California 92122
  • Phone: 858.764.2988
  • Fax: 858.793.5388

Bruce Gendein, Brokerage General Agent
Senex Insurance Services Inc.

  • 21021 Ventura Blvd, Suite 310
  • Woodland Hills, California 91364
  • Phone: 818.593.3535
  • Fax: 818.593.3550

Marvin E. Greenberg, Brokerage General Agent
Total Financial & Insurance Services, Inc.

  • 11835 West Olympic Blvd., Suite 600
  • Los Angeles, California 90064
  • Phone: 310.477.7500
  • Fax: 310.575.3912

Peter Holden, Brokerage General Agent
CPS Insurance Services

  • 18551 Von Karman, Suite 150
  • Irvine, California 92612
  • Phone: 949.863.0700
  • Fax: 949.863.9318

Lynne Kidd, Brokerage General Agent
Innovative Solutions Services

  • 200 N. Sepulveda Blvd. Suite 900
  • El Segundo, California 90245
  • Phone: 310.851.8222
  • Fax: 310.851.8211

Barry Litt, Manager
Pacific Southwest Financial & Insurance Services, Inc. - Capitas

  • 21021 Ventura Blvd., Suite 400
  • Woodland Hills, California 91364
  • Phone: 818.702.0889
  • Fax: 818.702.8850

Michael Midlam, Brokerage General Agent
Asset Marketing Systems Insurance Services LLC

  • 9715 Business Park Avenue
  • San Diego, California 92131
  • Phone: 888.303.8755
  • Fax: 858.348.3448

Timothy Moynihan, Brokerage General Agent
CBIZ Special Risk Ins

  • 10616 Scripps Summit Ct Floor, Suite 210
  • San Diego, California 92131
  • Phone: 619.235.4271
  • Fax: 619.291.9508

Trey Reynolds, Brokerage General Agent
Crump - Time Financial Services

  • 21550 Oxnard Street, Suite 500
  • Woodland Hills, California 91367
  • Phone: 818.907.7970

Jack Schmitz, BGA Unit
Bay Area Disability Ins Svcs.

  • 4302 Redwood Hwy #400
  • San Rafael, California 94903
  • Phone: 415.472.4800
  • Fax: 415.472.7637

Marc P. Schwartz, Manager
Windsor Insurance Associates, Inc.

  • 20301 Ventura Blvd., Suite 225
  • Woodland Hills, California 91364
  • Phone: 800.710.9890
  • Fax: 818.594.5063

Malcolm M. Sklar, Brokerage General Agent
GBS Insurance and Financial Services, Inc.

  • 16130 Ventura Blvd., #400
  • Encino, California 91436
  • Phone: 818.986.7711
  • Fax: 818.788.3562

Ronald S. Viola, BGA Unit
CPS - Ron Viola Ins. Svcs. Inc.

  • 950 Los Osos Valley Road, #C
  • Los Osos, California 93402
  • Phone: 805.534.1100
  • Fax: 805.534.2929

Brian White, BGA Unit
Senior American Insurance Services Inc.

  • 10815 Rancho Bernardo Rd, Suite 380
  • San Diego, California 92127
  • Phone: 858.675.0100
  • Fax: 858.675.0110

Barry Wilken, Brokerage General Agent
Innovative Marketing Strategies Inc.

  • 10815 Rancho Bernardo Rd., Suite 380
  • San Diego, California 92127
  • Phone: 858.675.0100
  • Fax: 858.675.0110

Barry L. Wolfe, CLU, ChFC, Brokerage General Agent
Centrelink Insurance and Financial Service

  • 20750 Ventura Blvd. #300
  • Woodland Hills, California 91364
  • Phone: 949.476.2018
  • Fax: 949.476.0747

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