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
Are you interested in a talking with an advisor? 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 an advisor, 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 & 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.
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 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.
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.
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 advisors and their clients to help them achieve successful outcomes.
I believe doing what’s right for others is paramount!
Margot Karlin, MBA, CLF® - Sr. Regional Marketing Consultant
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.
Martha Blevins, FLMI, ACS, AIAA, CFP - 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.
Kristen Martin - Recruiting Support Coordinator
Kristen brings over 10 years of experience in financial services and advisor recruiting to Principal® and has been with the company since 2014. She is specialized in candidate experience and delivering high quality recruiting support to business centers and advisors 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.
Morgan Dezenski - Marketing Support Coordinator
Morgan joined Principal in 2018 and is responsible for getting our newest advisors and managers started on with their marketing efforts. She specializes in working with sales teams, developing processes, and providing high quality marketing support. Morgan has two bachelor’s degrees from Drake University, one in marketing and the other in public relations. In her spare time, Morgan gives back to her alma mater by serving as the Philanthropy Chairwoman on the Drake University Central Iowa Regional Alumni Board. She is an avid hiker and outdoor lover who has a personal goal of visiting 30 national parks before turning 30.
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
Directions to the Fresno office
4900 California Avenue, Suite 120B
Bakersfield, CA 93309
Directions to the Bakersfield office
3300 Tully Road, Suite D5A
Modesto, CA 95350
Directions to the Modesto office
200 North M. Street
Tulare, CA 93274
Directions to the Tulare office
3530 W. Mineral King Ave., #C
Visalia, CA 93291
Directions to the Visalia office
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.