Principal Financial Group

Principal Financial Group

Categories

Financial Services

1010 W Alluvial Avenue, Suite 111 Fresno CA 93711

(559) 261-2000

(866) 866-6589

http://www.principal.com/centralcalifornia

Rep/Contact Info

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Robert Cozzi

Rob started his insurance and financial services career in 2004 after a successful 12 year career in restaurant management. As a Financial Services Representative with the Principal Financial Group®, Rob helps his clients plan for retirement; with contingency planning in the event of premature death or disability. For his business clients Rob provides strategies for employee and owner benefits, as well as personal financial planning for business owners and key managers.
And now as a Managing Director, Rob, puts his years of hiring and developing restaurant managers and developing advisors to use. Rob works with his team on developing their businesses based on listening and advocating for their clients. With increasing demands for a broader range of products and services, Rob holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

Robert Cozzi

Managing Director/Financial Advisor

Phone: (559) 650-2653

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1010 W Alluvial Avenue, Suite 111 Fresno CA 93711

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Principal Financial Group

Categories

Rep/Contact Info

Robert Cozzi Managing Director/Financial Advisor

Robert Cozzi

Managing Director/Financial Advisor