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 our Regional Managing Director, John Ledesma or call 559-650-2633 and he will have one of our financial professionals 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. Contact our Managing Director, Christopher Fide to 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
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.
John Ledesma - Regional Managing Director
I began my career in financial services in 1987 and have been with Principal since 2005.
My job is to partner with our financial professionals and help them build their businesses.
I believe work-life balance is the key to life and a successful career.
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.
Christopher T. Fide, MBA - Managing Director
I began my career in financial services in 2002 and have been with Principal since 2014.
My job is to partner with our financial professionals and their clients to help them achieve successful outcomes.
I believe doing what’s right for others is paramount!
Martha Blevins, FLMI, ACS, AIAA, CFP - Site Coordinator
My team and I are the glue that has kept our offices running smoothly since 1988. We are problem solvers who make sure your accounts are set up properly and your questions answered in a timely fashion. When I'm not at work I'm playing softball, volunteering at my church or hanging out with family and friends.
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.
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.
Michelle Ramirez - Business Development Consultant
Michelle has been with Principal since 1998.
Theresa Martinez - Business Development Consultant
Theresa has been with Principal since 2016.
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. This team is comprised of Susan Macias, Melissa Englen, Olivia Cabrera, and Jeremy Lordge.
Susan Macias - New Business Consultant
Susan has been with Principal since 1998.
Melissa Englen - New Business Consultant
Melissa has been with Principal since 2009.
Olivia Cabrera - New Business Consultant
Olivia has been with Principal since 2016.
Jeremy Lordge - New Business Consultant
Jeremy has been with Principal since 2016.
Kristen Martin - Candidate Experience Consultant
Kristen brings over 10 years of experience in financial services and recruiting to Principal and has been with the company since 2014. She is specialized in candidate experience and delivering high quality recruiting support to leaders and financial professionals alike. Kristen has her bachelor’s degree in marketing and human resources from Colorado State University. Outside of work, Kristen enjoys spending time with her family, including her husband Eric, and two children—Jamison and Carson—in addition to traveling the world, exploring new places, and meeting new people.
Brittany Bral - Candidate Launch Consultant
Brittany has been with Principal since 2015. She graduated from the University of Northern Iowa with a degree in Public Relations and Marketing. In her role, she specializes in providing a smooth and positive experience to new or transitioning Financial Professionals as they work together to set up initial marketing materials. Brittany works with several teams across the US, ranging from the Midwest to the West Coast.
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.
1350 E. Spruce Ave
Fresno, CA 93720
Directions to the Fresno office
4900 California Avenue, Suite 120B
Bakersfield, CA 93309
Directions to the Bakersfield office
661-327-7711 ext 26
Connect with me on LinkedIn
661-327-7711 ext 17
|Brian D. Self, CRPC®|
661-327-7711 ext 12
Connect with me on LinkedIn
661-327-7711 ext 16
Connect with me on LinkedIn
3300 Tully Road, Suite D5A
Modesto, CA 95350
Directions to the Modesto office
|Donna Bradley, LUTCF|
|Melissa Bradley Sperling|
200 North M. Street
Tulare, CA 93274
Directions to the Tulare office
|Igor Ferreira, RICP®|
|Craig Vejvoda, CLU®, ChFC®, MSFS, ICP®|
5215 West Noble Ave., Suite 112
Visalia, CA 93277
Directions to the Visalia office
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.