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.
Contact information
657-261-2521
golan.jeff@principal.com
Connect with me on LinkedIn
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.
Contact information
619-407-8087
yoffee.michael@principal.com
Connect with me on LinkedIn
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.
Contact information
657-261-2525
torres.edgar@principal.com
Jared Coplen - Business Development Consultant
Jared partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
coplen.jared@principal.com
Lisa Rinehart, CLF® - Regional Talent 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
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.
Contact information
515-878-6333
zinnel.sarah@principal.com
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.
Anaheim office
1735 S. Brookhurst Street, #B
Anaheim, CA 92804
626-629-9983
Directions to this Anaheim office
| Hong Chiang chiang.hong@principal.com 626-629-9983 |
Burbank office
1207 W Magnolia Boulevard, Suite B
Burbank, CA 91506
818-302-0541
Directions to this Burbank office
| Tom McDonald, LUTCF® mcdonald.tom@principal.com 818-302-0541 Connect with me on LinkedIn |
Irvine office
8 Corporate Park, Suite 300
Irvine, CA 92606
949-385-0053
Directions to this Irvine office
| Sean Gabay, RFC gabay.sean@principal.com 949-385-0053 |
Los Angeles office
3045 Corda Drive
Los Angeles, CA 90049
310-880-2444
Directions to the Los Angeles office
| Soheila Kolahi kolahi.soheila@principal.com 310-880-2444 |
Maui, Hawaii office
173 Hoohana Street, #202
Kahului, HI 96732
808-871-8163
Directions to the Maui office
| Tim Haygood haygood.tim@principal.com 808-871-8163 Connect with me on LinkedIn | Michael A. Hecker hecker.michael@principal.com 808-871-8163 |
Murrieta office
41856 Ivy Street, #113
Murrieta, CA 92562
951-296-3460
Directions to the Murrieta office
| Michael D. Brown, CFP® michael@mdbrownfinance.com 951-296-3460 Website | Casey Deel casey@mdbrownfinance.com 951-296-3460 |
Newport Beach office
1637 Bayside Drive
Corona Del Mar, CA 92625
949-640-1066
Directions to the Newport Beach office
| George Eastman, CLU® george@eastmaninsurance.com 949-640-1066 |
Oahu, Hawaii office
841 Bishop Street, Suite 1617
Honolulu, HI 96813
808-237-5040
Directions to the Oahu office
| Barron S. Song song.barron@principal.com 808-237-5041 |
Orange County office
575 Anton Boulevard, Suite 900
Costa Mesa, CA 92626
657-261-2530
Directions to the Orange County office
| Lucy Barrera barrera.lucy@principal.com 657-261-2548 Website | Karen Lomas lomas.karen@principal.com 626-538-1719 |
| Kyung ‘KC’ Chang chang.kc@principal.com 949-676-6811 | Anh Nguyen, CFP®, CPA nguyen.anh@principal.com 657-261-2529 |
Han Chen | John C. Peterson peterson.john.c@principal.com 657-261-2532 Connect with me on LinkedIn |
| Charlie E. Gallagher, RICP®, CLTC® gallagher.charlie@principal.com 949-822-9889 | Douglas K. Whitney, CLU®, RHU whitney.douglas@principal.com 657-261-2527 Connect with me on LinkedIn |
Jeffrey S. Golan, CLU®, ChFC®, CLF |
San Diego office
The Plaza
4370 La Jolla Village Drive, Suite 1025
San Diego, CA 92122
800-458-1214
Directions to this San Diego office
| Clark R. Anderson, CLU®, CFP® anderson.clark@principal.com 858-964-2104 Website | Pam Keillor keillor.pam@principal.com 760-212-4866 Website |
| Mark Berdan, CLU®, ChFC® mark@berdanbenefits.com 858-485-0088 Website | R. Xavier Mahdion mahdion.xavier@principal.com 858-450-2965 x4207 Website |
| Kurt Cecconi cecconi.kurt@principal.com 858-964-2103 Website | Gregory 'Greg' Schmitt schmitt.greg@principal.com 760-212-2024 |
| Justin C. Frisco frisco.justin@principal.com 858-964-2120 Website |
West Hills office
24400 Gilmore Street
West Hills, CA 91307
818-326-7123
Directions to the West Hills office
| Jalal Noori noori.jalal@principal.com 818-326-7123 |
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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.