Principal® Financial Network of Southern California
Principal® Financial Network of is a group of local offices representing Principal® in Southern California and Hawaii. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent 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 Southern 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.
Jeff Golan, CLU®, ChFC®, CLF® - Regional Managing Director
Jeff Golan leads his offices with over 20 years of experience in financial services. His team focuses on the culture of heartfelt relationships and helping people set and achieve their financial goals.
Michael DM Yoffee - Managing Director
Michael joined Principal® Financial Network of Southern California management team in 2022, bringing over 15 years of experience in the insurance and financial services industry. Michael’s goal is helping clients achieve better financial outcomes. It’s not just what he does, but it’s what his clients expect from him. He works diligently to educate them so they can make the best decisions supporting their financial and personal goals. Michael’s role in educating his clients empowers them to not only crystalize their financial objectives but take actionable steps towards reaching them. As Managing Director, Michael is committed to helping financial professionals leverage their strengths and experiences to build more successful practices.
Edgar Torres - New Business Consultant
Edgar is responsible for consulting and managing new business case design and submission. He partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.
Lisa Rinehart, CLF® - Regional Talent Consultant
Lisa joined Principal in 2008 and has been sourcing Financial Professional talent and Leaders since 2009, in the West, Midwest, and Northwest. As one who believes in the values Principal upholds along with the support and development we provide, she enjoys sourcing talent to compliment the Company culture of inclusion and client centric sales.
Lisa began her career in Financial Services in 1996.
Sarah Zinnel - Candidate Experience Consultant
Sarah brings over three years of recruiting and HR support experience in the staffing industry to our organization. She specializes in candidate experience and delivering quality recruiting support.
Sarah is a dog enthusiast who has a personal goal of visiting one global location per year. She is dedicated to continuous education and personal improvement through overcoming fears, learning new skills, and being open-minded.
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.
1735 S. Brookhurst Street, #B
Anaheim, CA 92804
Directions to this Anaheim office
1207 W Magnolia Boulevard, Suite B
Burbank, CA 91506
Directions to this Burbank office
8 Corporate Park, Suite 300
Irvine, CA 92606
Directions to this Irvine office
|Sean Gabay, RFC|
Los Angeles office
3045 Corda Drive
Los Angeles, CA 90049
Directions to the Los Angeles office
Maui, Hawaii office
173 Hoohana Street, #202
Kahului, HI 96732
Directions to the Maui office
Connect with me on LinkedIn
|Michael A. Hecker|
41856 Ivy Street, #113
Murrieta, CA 92562
Directions to the Murrieta office
|Michael D. Brown, CFP®|
Newport Beach office
1637 Bayside Drive
Corona Del Mar, CA 92625
Directions to the Newport Beach office
|George Eastman, CLU®|
Oahu, Hawaii office
841 Bishop Street, Suite 1617
Honolulu, HI 96813
Directions to the Oahu office
|Barron S. Song|
Orange County office
575 Anton Boulevard, Suite 900
Costa Mesa, CA 92626
Directions to the Orange County office
800-458-1218 ext. 2565
Connect with me on LinkedIn
|Kyung ‘KC’ Chang|
|Anh Nguyen, CFP®, CPA|
|Jeffrey S. Golan, CLU®, ChFC®, CLF|
|John C. Peterson|
Connect with me on LinkedIn
|Douglas K. Whitney, CLU®, RHU|
Connect with me on LinkedIn
San Diego office
4370 La Jolla Village Drive, Suite 1025
San Diego, CA 92122
Directions to this San Diego office
|Clark R. Anderson, CLU®, CFP®|
|Mark Berdan, CLU®, ChFC®|
|R. Xavier Mahdion|
|Justin C. Frisco|
West Hills office
The Financial Professionals of the Principal® Financial Network of Southern 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 Southern 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.