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

Central California locations & financial professionals

Bakersfield

4900 California Avenue, Suite 120B
Bakersfield, CA 93309
661-327-7711
Directions to the Bakersfield office

Ray Leonard
leonard.ray@principal.com
661-410-6326

Charli MacKelvey
MacKelvey.Charli@principal.com
661-410-6327

Bakersfield

Janet Elliott
elliott.janet@principal.com
661-327-7712

Carmel

100 Clock Tower Place, Building D, Suite H
Carmel, CA  93923
Directions to the Carmel office

Jeremy Connally, CFP®, ChFC®
connally.jeremy@principal.com
831-777-5429

Fresno

1010 W Alluvial Avenue, Suite 111
Fresno, CA 93711
559-261-2000
Directions to the Fresno office

Rob Cozzi Jr., CLF®, RICP
cozzi.rob@principal.com
559-650-2653
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Jamie O'Rorke
o'rorke.jamie@principal.com
559-650-2669 ext. 140

Billy Griffith
billyg@cvstrategicwealth.com
866-866-6589

William E. Griffith, CLU®, ChFC®, AEP, RICP, AIF®
bill@cvstrategicwealth.com
559-650-2650
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Tony Palermo, LUTCF
palermo.tony@principal.com
559-650-2646

Kevin Sullivan, MBA, CFP®, CLU®, RICP®
sullivan.kevin@principal.com
559-437-3560

Lisa Hennesay, RICP, AIF®
lisa@cvstrategicwealth.com
559-650-2643
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Rodney Thornton, CLU®, ChFC®, RICP®, AEP, AIF®
rod@cvstrategicwealth.com
559-650-2649
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Tulare

200 North M. Street
Tulare, CA 93274
559-688-2900
Directions to the Tulare office

Craig Vejvoda, CFP®, CLU®, ChFC®, MSFS, RICP®
vejvoda.craig@principal.com
559-688-2900
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Visalia - 5215 West Noble Ave., Suite 118

5215 West Noble Ave., Suite 118
Visalia, CA 93277
559-280-7887
Directions to this Visalia office

Anees Akhund, LUTCF
akhund.anees@principal.com
559-280-7887

Visalia - 5215 West Noble Ave., Suite 115

5215 West Noble Ave., Suite 115
Visalia, CA 93277
559-739-0920
Directions to this Visalia office

Kevin Wright
wright.kevin@principal.com
559-739-0920

Visalia - 134 N Akers Street

134 N Akers Street
Visalia, CA 93291
559-627-3553
Directions to this Visalia office

Davy Vartanian
vartanian.davy@principal.com
559-627-3553

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