Amit Patel is a financial advisor with Principal Financial Services in San Jose, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Prior to joining Principal Securities Inc in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of finance, he is an instructor at The Academy of Self Defense, where he teaches self-defense and Krav Maga courses. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocations and separately managed accounts.

Daniel Robinson is a CFP® and ChFC® with 20 years of experience, currently affiliated with Principal Financial Services in San Jose, CA. He has been with Principal Life Insurance and Principal Securities since 2006. His professional activities include working with fixed insurance products such as life, disability income, annuities, group life, dental, and health insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, nonprofits, corporations, and active-duty military personnel outside the U.S. The firm provides financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Ricky Romasanta is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Principal Securities and Principal Life Insurance Company since 2015. In addition to his advisory role, he works as a licensed agent offering life and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.