Principal® Financial Network of Central California
The Principal® Financial Network of Central California, with its multiple locations, is a client-focused financial services organization representing Principal. We help individuals, businesses and their employees establish priorities and develop strategies to achieve financial success. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
Working with us
Are you interested in a talking with a financial professional? Contact us at 559-650-2653 and one of our financial professionals will call you.
If you are interested in working with us as a financial professional, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & financial professionals
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, disability income insurance, annuities, securities and investments.
See a list of financial professionals in Central California to contact one directly.
Our alliances and associations
Chambers of commerce
Associations
Do you want to make a difference and help others solve problems? We do too. That’s why we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about us, we’d like to tell you about the amazing folks you’ll be working with.
Rob Cozzi, Jr., CLF®, RICP - Managing Director
In 2004 I joined Principal as a financial professional. While maintaining my client focused business, I became a Development Director in 2008 and a Managing Director in 2016.
I really enjoy developing my representatives and helping my clients become financially successful.
My happy place is spending as many weekends as possible up in the mountains with my family fly fishing or hanging out around the barbecue.
Contact information
559-650-2653
cozzi.rob@principal.com
Connect with me on LinkedIn
Martha Blevins, FLMI, ACS, AIAA, CFP - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Martha is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
559-261-2000
blevins.martha@principal.com
Kassie Hulick - Candidate Experience Consultant
Kassie started at Principal in August of 2021 and has over a year of experience in HR recruiting support. She specializes in candidate experience and delivering quality recruiting and selection assistance.
Kassie earned her bachelor’s degree in Liberal Studies from Iowa State University.
Kassie enjoys going on walks with her dog, working on her father’s Ford Broncos, and hanging out with family and friends.
Contact information
515-878-0086
hulick.kassie@principal.com
Connect with me on LinkedIn
Lisa Rinehart, CLF® - Regional Talent Acquisition Consultant
Lisa joined Principal in 2008 sourcing Registered Financial Professionals and Leaders for the Mid-West, Northwest, and Western United States. As one who believes in the values Principal upholds, along with the support and development we provide our teams, she enjoys sourcing talent to compliment Principal's culture of inclusion and client centric solutions.
Lisa has over 20 years of experience in the financial services industry, starting in 1996 managing Credit Union relationships on the West Coast.
Contact information
559-214-2123
rinehart.lisa@principal.com
Business development consultants
A business development consultant partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and firm level.
Theresa Perez
Contact information
408-533-9820
perez.theresa@principal.com
Connect with me on LinkedIn
Michelle Ramirez
Contact information
559-650-2656
ramirez.michelle@principal.com
Connect with me on LinkedIn
New business consultants
The New Business Consultant role is a team approach, where each is responsible for consultation and management of all aspects of new business case design and submission. The team approach allows a consistent opportunity to partner with Financial Professionals and their teams along with our home office product partners to ensure cases are submitted accurately so they can be processed on time, in alignment with product area processes.
Olivia Cabrera
Contact information
559-627-3550
cabrera.olivia@principal.com
Melissa Englen
Contact information
661-327-7711
englen.melissa@principal.com
Susan Macias
Contact information
559-650-2661
macias.susan@principal.com
Interested in meeting with a financial professional near you? Great! Check the list below to see who’s available in your area and learn more.
Bakersfield office
4900 California Avenue, Suite 120B
Bakersfield, CA 93309
661-327-7711
Directions to the Bakersfield office
| Rey Cadiz cadiz.rey@principal.com 661-327-7962 Connect with me on LinkedIn | Ray Leonard leonard.ray@principal.com 661-410-6326 |
| Janet Elliott elliott.janet@principal.com 661-327-7712 | Charli MacKelvey MacKelvey.Charli@principal.com 661-410-6327 |
| Rupert Gregorio gregorio.rupert@principal.com 661-327-7981 Connect with me on LinkedIn |
Carmel office
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 office
1010 W Alluvial Avenue, Suite 111
Fresno, CA 93711
559-261-2000
Directions to the Fresno office
Modesto office
3300 Tully Road, Suite D5A
Modesto, CA 95350
209-557-9234
Directions to the Modesto office
| Donna Bradley, LUTCF bradley@downtownfinancial.net 209-557-9234 | Melissa Bradley Sperling sperling.melissa@principal.com 209-557-9234 |
Tulare office
200 North M. Street
Tulare, CA 93274
559-688-2900
Directions to the Tulare office
| Igor Ferreira, RICP® ferreira.igor@principal.com 559-688-2900 | Craig Vejvoda, CLU®, ChFC®, MSFS, ICP® vejvoda.craig@principal.com 559-688-2900 |
| Bryce Harris harris.bryce@principal.com 559-688-2900 |
Visalia offices
1320 West Center Ave
Visalia, CA 93291
Directions to this Visalia office
| Sharon Jansma Jansma.sharon@principal.com 559-713-6130 | Davy Vartanian |
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 Website |
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 |
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The Financial Professionals in the Principal® Financial Network of Central California are licensed in CA, to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice.
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 from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800-247-1737, member SIPC. Principal National, Principal Life, and Principal Securities 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 Central 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.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states. This site is not a solicitation of interest in any of these products in any other state.
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.