Rob Cozzi
Financial Advisor at Principal Financial Group | Fresno, California, United States
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Financial Advisor at Principal Financial Group in April 2024 to Present
Financial Advisor at Central Valley Strategic Wealth Management & Insurance Services in April 2024 to Present
Managing Director and Principal Securities Financial Advisor at Principal Financial Group in January 2016 to March 2024
Development Director and Financial Advisor at Principal Financial Group in October 2008 to December 2015
Financial Representative at Principal Financial Group in October 2004 to September 2008
General Manager at The Elbow Room Restaurant in January 2002 to June 2004
General Manager at Chevys Fresh Mexican Restaurant/ Fuzio's Universal Pasta in July 1997 to December 2001
General Manager at Red Lobster in June 1993 to June 1997
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California State University-Chico, Bachelor of Science (B.S.), January 1988 to January 1992
Bakersfield High School, High School Degree, January 1984 to January 1988
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Life Insurance (term, universal, whole)
Retirement Planning
Financial Needs Analysis
401(k), 403(b), SEP & SIMPLE IRAs
Annuities (Fixed & Variable)
Buy-sell Agreements
buy-sell review
College Funding
Current Policy Review
Disability Income Insurance
Estate Planning Strategies
IRAs (Traditional & Roth)
Key Person Insurance
Long Term Care Insurance
Retirement Account Reviews
401(k), 403(b) SEP & SIMPLE IRAs 529 Plans
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Discover more about Principal Financial GroupWhat is Rob Cozzi email address?
Email Rob Cozzi at [email protected] and [email protected]. This email is the most updated Rob Cozzi's email found in 2026.
What is Rob Cozzi phone number?
Rob Cozzi phone number is 559-261-2000.
How to contact Rob Cozzi?
To contact Rob Cozzi send an email to [email protected] or [email protected]. If you want to call Rob Cozzi try calling on 559-261-2000.
What company does Rob Cozzi work for?
Rob Cozzi works for Principal Financial Group
What is Rob Cozzi's role at Principal Financial Group?
Rob Cozzi is Financial Advisor
Rob Cozzi Email Addresses
Rob Cozzi Phone Numbers
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