About Us Our Company Worldwide locations Regional locations Principal® 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
Alameda

1070 Marina Village Pkwy #101B
Alameda, CA 94501
510-995-8850
Directions to the Alameda office
Bakersfield – 4900 California Ave., Suite 120B

4900 California Avenue, Suite 120B
Bakersfield, CA 93309
661-327-7711
Directions to the Bakersfield office

Cutter Amos
amos.cutter@principal.com
661-615-8505

Rey Cadiz
cadiz.rey@principal.com
661-327-7962
Connect with me on LinkedIn

Rupert Gregorio
gregorio.rupert@principal.com
661-327-7981
Connect with me on LinkedIn

Charli MacKelvey
MacKelvey.Charli@principal.com
661-410-6327
Bakersfield

Janet Elliott
elliott.janet@principal.com
661-327-7712
Carmel

100 Clock Tower Place, Building D, Suite H
Carmel, CA  93923
Directions to the Carmel office

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

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

Frank D. Juliano, ChFC®
frank@almondvalleywealth.com
916-683-9386
Connect with me on LinkedIn

Miguel Lopez, LUTCF®
lopez.miguel@principal.com
916-683-6240
Connect with me on LinkedIn

Casey Meyer
casey@almondvalleywealth.com 
916-462-9037
Website

Carlos A. Rodriguez
rodriguez.carlos.a@principal.com
916-426-9015

Marco Rodriguez, LUTCF®
rodriguez.marco@principal.com
916-996-1891
Connect with me on LinkedIn
Fresno

1010 W Alluvial Avenue, Suite 111
Fresno, CA 93711
559-261-2000
Directions to the Fresno office

Grant Cozzi
cozzi.grant@principal.com
559-650-2635

Rob Cozzi Jr., CLF®, RICP
cozzi.rob@principal.com
559-650-2653
Connect with me on LinkedIn
Website

Billy Griffith
billyg@cvstrategicwealth.com
866-866-6589

William E. Griffith, CLU®, ChFC®, AEP, RICP, AIF®
bill@cvstrategicwealth.com
559-650-2650
Connect with me on LinkedIn
Website

Cliff Hall
hall.cliff@principal.com
559-650-2638
Connect with me on LinkedIn
Website

Lisa Hennesay, RICP, AIF®
lisa@cvstrategicwealth.com
559-650-2643
Website

Jamie O'Rorke
o'rorke.jamie@principal.com
559-650-2669 ext. 140

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
Connect with me on LinkedIn
Website
Kahului, HI

Tim Haygood
haygood.tim@principal.com
808-871-8163
Connect with me on LinkedIn

Michael A. Hecker
hecker.michael@principal.com
808-871-8163
Modesto

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

Britney Carpenter
carpenter.britney@principal.com
209-542-3910
Connect with me on LinkedIn

Angelo Giannosa, CLU®, ChFC®,  AIF®, CLF®
angelo@almondvalleywealth.com
209-527-5210
Connect with me on LinkedIn

Tyler Johnson
johnson.tyler@principal.com
209-527-5210
Connect with me on LinkedIn

Vicky Johnson, CFP®, AIF®
johnson.vicky@principal.com
209-857-3975
Website

Cory Kelly
casey@almondvalleywealth.com
209-857-3971

Mark Kleiderlein, CFP®, CFS, AIF®
kleiderlein.mark@principal.com
Office 209-857-3973, Cell 209-484-9222
Website

Bill Robinson
robinson.bill.j@principal.com
209-527-5210
Connect with me on LinkedIn
Roseville

1478 Stone Point Drive, Suite 390
Roseville, CA 95661
800-468-7188
Directions to the Roseville office

Alexis DeVorss
ab@westcorpfs.com
916-985-0288
110 Blue Ravine Rd., Suite 158
Folsom, CA 95630
Connect with me on LinkedIn
Website

Danny Fong
fong.danny@principal.com
916-779-0625
Website

Daniel Franklin
franklin.daniel@principal.com
916-462-9016

Mark Huchingson
huchingson.mark@principal.com
916-773-3343
Connect with me on LinkedIn
Website

Robert A. Jenkins, III, AIF®
jenkins.robert@principal.com
916-462-9055
Connect with me on LinkedIn
Website

Richard Love
love.rick@principal.com
916-747-6211
Connect with me on LinkedIn

John Malhotra
malhotra.john@principal.com
916-607-9754

Joseph Manzo
manzo.joseph@principal.com
916-462-9007
Connect with me on LinkedIn

Seth Morsey
morsey.seth@principal.com
916-747-6546
Connect with me on LinkedIn

Matthew J. Neff, AIF®
neff.matthew@principal.com
916-773-3343

Russell Postell
postell.russell@principal.com
916-462-9014 
Connect with me on LinkedIn

Brandon Prior
prior.brandon@principal.com
425-922-6534
Connect with me on LinkedIn
Website

Jon Roth, CFP®, RICP®
roth.jon@principal.com
800-468-7188
Connect with me on LinkedIn
Website

Mark Sanders, CLU®, ChFC®, RFC
mark@sandersfinancialdesign.com
916-939-8255
Website

Steven J. Wright
wright.steve.j@principal.com
209-605-5704
Connect with me on LinkedIn
Website
San Jose

Ron Engel*
engel.ron@principal.com

Holly Utermoehlen
utermoehlen.holly@principal.com
408-219-9223

Rick Utermoehlen, CLU®
utermoehlen.rick@principal.com
408-781-1279
San Jose - 101 Metro Drive, Suite 375

101 Metro Drive, Suite 375
San Jose, CA 95110
408-533-9820
Directions to this San Jose office

Juliana Ji
ji.juliana@principal.com
408-533-9838

Amit Patel
patel.amit@principal.com
408-533-9827
Website

Daniel Robinson, CFP
robinson.daniel@principal.com
408-533-9847
Website

Grace Romasanta, LUTCF
romasanta.grace@principal.com
408-533-9849

Ricky Romasanta
romasanta.ricky@principal.com
408-533-9840
Website
Santa Rosa

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

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

11327 Huntsman Leap
Truckee, CA 96161
530-500-6366
Directions to the Truckee office

Tom Kleffman
kleffman.tom@principal.com
530-500-6366
Tulare

200 North M. Street
Tulare, CA 93274
559-688-2900
Directions to the Tulare office

Igor Ferreira, CFP®, RICP®
ferreira.igor@principal.com
559-688-2900
Connect with me on LinkedIn
Website

Bryce Harris, CFP®
harris.bryce@principal.com
559-688-2900
Connect with me on LinkedIn
Website

Craig Vejvoda, CFP®, CLU®, ChFC®, MSFS, RICP®
vejvoda.craig@principal.com
559-688-2900
Connect with me on LinkedIn
Website
Visalia - 134 N Akers Street

134 N Akers Street
Visalia, CA 93291
559-627-3553
Directions to this Visalia office

Davy Vartanian
vartanian.davy@principal.com
559-627-3553

Kevin Wright
wright.kevin@principal.com
559-739-0920
Walnut Creek

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

Will Chau
chau.william@principal.com
510-290-3165
Connect with me on LinkedIn

Michael Gold, CLU®, ChFC®, RICP®
michael@goldfinancial.org
415-449-8218

Ryan Heidrich
heidrich.ryan@principal.com
866-576-0605
Connect with me on LinkedIn

David Juarez
juarez.david@principal.com
408-533-9823

Sara Mills-Gaines
mills-gaines.sara@principal.com
707-719-6216

Jim Nakamine
nakamine.jim@principal.com
415-897-2264

Bill Tookoian
tookoian.billy@principal.com
415-225-7576

Ryan Tran
tran.ryan@principal.com
408-550-3774

Michele Valdez
valdez.michele@principal.com
925-800-9831

Robert Wright
wright.robert@principal.com
925-385-0201

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.
connect with us

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 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 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. 

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.