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Meet the management team - Silicon Valley

Principal® Financial Network of Silicon Valley

Meet the management team
Photo of David Izat

David Izat, CLU®, ChFC®, LUTCF - Senior Regional Managing Director

Dave Izat is a Senior Regional Managing Director for Principal® Financial Network. His territorial responsibilities include the Northern & Central California Regions, the Pacific Northwest Region and the Southern California Region.

With 31 years of dedicated service, Dave continues to be a recognized leader in the financial service industry. His accolades and achievements include earning the prestigious designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriters Training Council Fellow (LUTCF). He also served the industry as National Association of Financial Advisors President (NAIFA), in both the Honolulu Chapter (2002-2003) and Silicon Valley Chapter (2008-2009).

Dave joined Principal in 2024 after spending the last 21 years working with Prudential. Throughout his career, through numerous leadership positions, Dave has consistently led his organizations to top achievements both internally within the Company and within the broader Industry as well.

Originally from Scotland, Dave grew up in San Jose before moving to Hawaii after college. Then, after living in Hawaii for 14 years, he was promoted and transferred back to Northern California in 2004. He has a B.A. in Political Science from San Jose State University with an emphasis in International Relations and a minor in Business Marketing. Dave lives in El Dorado Hills, California with his wife and daughter and is a passionate fan of the Raiders, the San Jose Sharks and San Jose Earthquakes. He enjoys going to sporting events, hiking, traveling, video games and is also an avid historian.

Contact information
916-462-9013
izat.david@principal.com
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Photo of Rob Cozzi, Jr.

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
Photo of Haley Young

Haley Young - Candidate Experience Consultant

I moved to Principal Financial where I've joined a team that is solely dedicated to helping financial professionals start their careers or transition their current practice to an amazing company! I love getting to focus on development and be the first person our financial professionals have supporting them and rooting for them as they start a challenging but rewarding career!

Contact information
319-243-2025
young.haley@principal.com
Connect with me on LinkedIn
Photo of Lisa Rinehart

Lisa Rinehart - Regional Talent Acquisition Consultant

Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.

Contact information
559-214-2123
rinehart.lisa@principal.com
Connect with me on LinkedIn
Photo of Michelle Ramirez

Michelle Ramirez - Business Development Consultant

Contact information
559-650-2656
ramirez.michelle@principal.com
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Photo of Olivia Cabrera

Olivia Cabrera - New Business Consultant

Contact information
559-627-3550
cabrera.olivia@principal.com
Photo Susan Macias

Susan Macias - New Business Consultant

Contact information
559-650-2661
macias.susan@principal.com
Photo of Martha Blevins

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
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The Financial Professionals in the Principal® Financial Network of Silicon Valley are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

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 issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies 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 Silicon Valley 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. 

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.