Principal® Financial Network of Northern California
The Principal® Financial Network of Northern California is a group of local offices representing Principal® in the Northern California, Reno and Lake Tahoe Regions. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent the Principal with integrity and professionalism.
Working with us
If you’re 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, annuities, securities and investments.
See a list of financial professionals in Northern 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 us, we’d like to tell you about the amazing folks you’ll be working with.
Jonathon Roth, RICP® - Senior Managing Director
Jon joined Principal® in 2013 and accepted a position as Development Director for the Principal® Financial Network of Northern California in 2015. With nearly 10 years of experience in the industry, Jon works with families and businesses alike focusing on their personal needs and adding value where he finds opportunity. As Development Director, Jon trains and coaches financial professionals in his region to follow his format for success.
Originally from Lexington, MA, Jon moved to California in 2005. He and his wife, Katie, were married in 2008 and together they have four children.
Jon earned his BS Marketing from Fairfield University and the Retirement Income Certified Professional, RICP® certification from the American College in 2016. Jon has FINRA series 7, 63 and 65 securities registrations and became a member of Premier Club in 2014.
CA Life and Health Insurance, License # 0H17871
Contact information
916-773-3343 ext. 350
roth.jon@principal.com
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Sylvia Gradillas - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Sylvia is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
209-527-5210
gradillas.sylvia@principal.com
Kassie Hulick - Candidate Experience Consultant
Kassie Hulick partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.
Contact information
515-878-0086
hulick.kassie@principal.com
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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
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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.
Roseville office
1478 Stone Point Drive, Suite 390
Roseville, CA 95661
800-468-7188
Directions to the Roseville office
Alameda office
1070 Marina Village Pkwy #101B
Alameda, CA 94501
510-995-8850
Directions to the Alameda office
| Michael McDonough mcdonough.michael@principal.com 510-995-8850 Connect with me on LinkedIn Website |
Elk Grove offices
9245 Laguna Springs Drive, Suite 100
Elk Grove, CA 95758
916-683-6240
Directions to this Elk Grove office
| Chris L. Johnson johnson.chris.l@principal.com 916-805-9555 Connect with me on LinkedIn Website | Casey Meyer casey@almondvalleywealth.com 916-462-9037 Website |
| Frank D. Juliano, ChFC® frank@almondvalleywealth.com 916-683-9386 Connect with me on LinkedIn | Craig L. Parker, MBA Parker.Craig@principal.com 916-683-9398 Connect with me on LinkedIn |
| Miguel Lopez, LUTCF® lopez.miguel@principal.com 916-683-9397 Connect with me on LinkedIn | Marco Rodriguez, LUTCF® rodriguez.marco@principal.com 916-683-9396 Connect with me on LinkedIn |
Modesto office
301 Banner Court, Suite 1
Modesto, CA 95356
800-458-1257
Directions to the Modesto office
| James Barton, LUTCF® barton.james@principal.com 209-634-8911 | Cory Kelly kelly.cory@principal.com 209-857-3971 |
| Britney Carpenter carpenter.britney@principal.com 209-542-3910 Connect with me on LinkedIn | Mark Kleiderlein, CFP®, CFS, AIF® kleiderlein.mark@principal.com Office 209-857-3973, Cell 209-484-9222 Website |
| Angelo Giannosa, CLU®, ChFC®, AIF®, CLF® giannosa.angelo@principal.com 209-857-3979 Connect with me on LinkedIn | Bill Robinson robinson.bill.j@principal.com 209-857-3976 Connect with me on LinkedIn |
| Tyler Johnson johnson.tyler@principal.com 209-527-5210 Connect with me on LinkedIn | Brian Ullrich ullrich.brian@principal.com 209-550-7475 |
| Vicky Johnson, CFP®, AIF® johnson.vicky@principal.com 209-527-5210 Website |
Santa Rosa office
445 Orchard St. #103
Santa Rosa, CA, 95404
707-579-1209
Directions to the Santa Rosa office
| Ed Ritch* ed@longtermcare4ca.com 707-579-1209 |
Sonoma office
19401 Sleepy Hollow Ct.
Sonoma, CA 95476
707-996-4679
Directions to the Sonoma office
| Howard Gorbach, LUTCF® gorbach.howard@principal.com 707-996-4679 Website |
Truckee office
11327 Huntsman Leap
Truckee, CA 96161
530-500-6366
Directions to the Truckee office
| Tom Kleffman kleffman.tom@principal.com 530-500-6366 |
Walnut Creek office
500 Ygnacio Valley Road, Suite 270B
Walnut Creek, CA 94596
925-906-4600
Directions to the Walnut Creek office
| Steven Cannatella, LUTCF®, FSS cannatella.steve@principal.com 925-216-9244 | Ryan Heidrich heidrich.ryan@principal.com 925-906-4605 Connect with me on LinkedIn |
| Will Chau chau.william@principal.com 510-290-3165 Connect with me on LinkedIn | Betty Lee lee.betty@principal.com 925-906-4602 Connect with me on LinkedIn |
| Mark Foster, LUTCF® foster.mark@principal.com Office: 925-357-6230, Cell: 925-895-6349 Connect with me on LinkedIn | Jim Nakamine |
| Michael Gold, CLU®, ChFC®, RICP® michael@goldfinancial.org 415-449-8218 | Bill Tookoian tookoian.billy@principal.com 415-840-5066 |
| Christopher Hanford hanford.christopher@principal.com 415-640-4692 Connect with me on LinkedIn Website | Robert Wright wright.robert@principal.com 925-385-0201 |
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The Financial Professionals of the Principal® Financial Network of Northern California are licensed in AZ, CA, CO, DE, ID, IL, IA, MA, MI, MN, NV, NM, NY, OR, PA, SC, SD, TX, UT and WA 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 Northern 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.