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About Us Our Company Worldwide locations Regional locations ÑÇÖÞÎÞÂë® Financial Network of Northern & Central California Northern & Central California locations & financial professionals

Northern & Central California locations & financial professionals

Principal® Financial Network of Northern & Central California
California offices
Alameda

1070 Marina Village Pkwy
#101B
Alameda, CA 94501
United States

510-995-8850
 Bakersfield

4900 California Avenue
Suite 120B
Bakersfield, CA 93309
United States

661-327-7711
Carmel

100 Clock Tower Place, Building D
Suite H
Carmel, CA 93923
United States

Jeremy Connally, CFP®, ChFC®
connally.jeremy@principal.com
831-777-5429
 Elk Grove

9245 Laguna Springs Drive
Suite 100
Elk Grove, CA 95758
United States

916-683-6240
Frank D. Juliano, ChFC®
frank@almondvalleywealth.com
916-683-9386
Miguel Lopez, LUTCF®
lopez.miguel@principal.com
916-683-6240
Marco Rodriguez, LUTCF®
rodriguez.marco@principal.com
916-996-1891
 Fresno

1010 W Alluvial Avenue
Suite 111
Fresno, CA 93711
United States

559-261-2000
Rob Cozzi, Jr., CLF®, RICP®
cozzi.rob@principal.com
559-650-2653
William E.  Griffith, CLU®, ChFC®, AEP®, RICP®, AIF®
bill@cvstrategicwealth.com
559-650-2650
Lisa Hennesay, RICP®, AIF®
lisa@cvstrategicwealth.com
559-650-2643
Tony Palermo, LUTCF®
palermo.tony@principal.com
559-650-2646
Kevin Sullivan, MBA, CFP®, CLU®, RICP®
sullivan.kevin@principal.com
559-437-3560
Rodney Thornton, CLU®, ChFC®, RICP®, AEP®, AIF®
rod@cvstrategicwealth.com
559-650-2649
 Modesto

301 Banner Court
Suite 1
Modesto, CA 95356
United States

800-458-1257
James Barton, LUTCF®
barton.james@princor.com
209-634-8911
Angelo Giannosa, CLU®, ChFC®, AIF®, CLF®
angelo@almondvalleywealth.com
209-527-5210
Vicky Johnson, CFP®, AIF®
johnson.vicky@principal.com
209-857-3975
Mark Kleiderlein, CFP®, CFS®, AIF®
Kleiderlein.mark@principal.com
209-857-3973
Roseville

1478 Stone Point Drive
Suite 390
Roseville, CA 95661
United States

800-468-7188
Robert A. Jenkins, III, AIF®
jenkins.robert@principal.com
916-462-9055
Matthew J. Neff,, AIF®
neff.matthew@principal.com
916-773-3343
Jon Roth, CFP®, RICP®
roth.jon@principal.com
800-468-7188
Mark Sanders, CLU®, ChFC®, RFC
mark@sandersfinancialdesign.com
916-939-8255
Sacramento

910 Florin Road
Suite 203
Sacramento, CA 95831
United States

916-701-8111
 San Jose (NCC)

101 Metro Drive
Suite 375
San Jose, CA 95110
United States

408-533-9820
Daniel Robinson, CFP®
robinson.daniel@principal.com
408-533-9847
Grace Romasanta, LUTCF®
romasanta.grace@principal.com
408-533-9849
Rick Utermoehlen, CLU®
utermoehlen.rick@principal.com
408-781-1279
 Santa Rosa

445 Orchard St.
#103
Santa Rosa, CA 95404
United States

707-579-1209
 Sonoma

19401 Sleepy Hollow Ct.
Sonoma, CA 95476
United States

707-996-4679
Howard Gorbach, LUTCF®
gorbach.howard@principal.com
707-996-4679
 Truckee

11327 Huntsman Leap
Truckee, CA 96161
United States

530-500-6366
 Tulare

200 North M. Street
Tulare, CA 93274
United States

559-688-2900
Igor Ferreira, CFP®, RICP®
ferreira.igor@principal.com
559-688-2900
Bryce Harris, CFP®, CFS®, AIF®
harris.bryce@principal.com
559-688-2900
Craig Vejvoda, CFP®, CLU®, ChFC®, MSFS, RICP®
vejvoda.craig@principal.com
559-688-2900
 Visalia

134 N Akers Street
Visalia, CA 93291
United States

559-627-3553
Walnut Creek

500 Ygnacio Valley Road
Suite 270B
Walnut Creek, CA 94596
United States

925-906-4600
Steven J. Cannatella, LUTCF®, FSS
cannatella.steve@principal.com
925-216-9244
Michael Gold, CLU®, ChFC®, RICP®
michael@goldfinancial.org
415-449-8218

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The Financial Professionals in the Principal® Financial Network of Northern California 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 ÑÇÖÞÎÞÂëFinancial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by ÑÇÖÞÎÞÂëNational Life Insurance Company (except in NY), ÑÇÖÞÎÞÂëLife Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through ÑÇÖÞÎÞÂëSecurities, Inc., member SIPC. Referenced companies are members of the ÑÇÖÞÎÞÂëFinancial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of ÑÇÖÞÎÞÂëSecurities® 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 ÑÇÖÞÎÞÂëSecurities 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. 

ÑÇÖÞÎÞÂëLife maintains certificates of authority to transact insurance in all 50 states. ÑÇÖÞÎÞÂëLife NAIC identification number is 61271. ÑÇÖÞÎÞÂëNational NAIC identification number 71161.