Central California Business Center
The Central California Business Center, 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
If you’re interested in working with us as an advisor, 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 & advisors
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 advisors in Central California to contact one directly.
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 our business center, 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 in1987 and have been with Principal since 2005.
My job is to partner with our advisors and help them build their businesses.
I believe work-life balance is the key to life and a successful career.
Brian Self, CRPC® - Managing Director
I joined Principal and became the Managing Director of the Bakersfield office in 2014.
I work with advisors on building their practices and with my clients on building their financial security.
I am a 4th generation Kern County native who is passionate about my family, church and community.
Rob Cozzi, Jr., CLF®, RICP - Managing Director
In 2004 I joined Principal as a financial advisor. While maintaining my client focused business, I became a Development Director in 2008 and a Managing Director in 2016.
I really enjoy developing my advisors 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 barbeque.
Margot Karlin, MBA, CLF® - Marketing Director
Marketing is essential; people need to know who you are and what you do in order for you to succeed. Marketing is what I do and my job is to help you, our Principal advisors, figure out what marketing and branding efforts work in your situation. Otherwise, I'm a married empty-nester with two aging dogs and two lazy cats. I spend my free time working on personal photo projects, traveling and playing with my family and friends.
Lisa Rinehart, CLF® - Associate Managing Director
As Associate Managing Director, my primary focus is networking and building the sales team in our Central California Business Center. With over 20 years of industry experience, I am actively involved in various industry and community organizations sourcing talent, as well as serving my clients. In my personal time, my husband Ron and I enjoy spending time with our adult children and friends. We reside in Fresno, CA.
Martha Blevins, FLMI, ACS, AIAA - Operations Manager
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.
Interested in meeting with an advisor 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
4900 California Avenue, Suite 120B
Bakersfield, CA 93309
1519 North 11th Avenue
Hanford, CA 93230
3300 Tully Road, Suite D5A
Modesto, CA 95350
200 North M. Street
Tulare, CA 93274
3530 W. Mineral King Ave., #C
Visalia, CA 93291
The Financial Professionals in the Central California Business Center 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.
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.
* The DBA in which an advisor markets under is not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The Central California Business Center Financial Professionals of Principal Securities 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.