Elk Grove, CA Laguna Springs Dr Office

Carlos Rodriguez is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Newport Group. He has also worked in diverse fields such as real estate with EXP Realty and public service with CA State Parks. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Chris Johnson is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and held a role at Principal Life Insurance Company from 2015 to 2019. Outside of his advisory work, Johnson serves as a committee member on the finance committee for the Sacramento Literacy Foundation and coaches middle school basketball at Bradshaw Christian School. 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’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Phillips is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, he worked in logistics and healthcare, including roles at Avanti Logistics, LLC, where he is the owner, and DaVita. He also serves as treasurer on the board of Cosumnes Wrestling, a nonprofit youth wrestling club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Casey Meyer is a financial advisor with Principal Financial Services in Elk Grove, CA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Almond Valley Wealth Management, De La Torre Financial Group, and Allstate Insurance Co. Meyer serves as a board member for the Rotary Club of Elk Grove, where he coordinates youth mentorship and scholarship programs. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Emily Hicks is a CFP® with four years of industry experience, currently affiliated with Principal Financial Services. She has worked at Principal Securities Inc. since 2021 and previously held positions at Principal Life Insurance Co. and Marco Rodriguez. Her background also includes a role in campus recreation at UC Irvine. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Darrell Juliano is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 66 licenses, and has 30 years of industry experience. He has worked at Almond Valley Wealth Management since 2020 and operated Juliano Financial Services for 20 years. Juliano also serves as an insurance agent specializing in fixed life, annuity, disability income, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel. 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.

Miguel Lopez is a financial advisor with Principal Financial Services based in Elk Grove, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes roles at Principal Securities Inc. since 2016 and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory work, he is involved in the sale of health, fixed life insurance, fixed annuities, long term care insurance, and disability products. 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 solutions through various adviser and promoter arrangements.

Marco Rodriguez is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 credentials. He has 34 years of experience, including long-term roles at Principal Life Insurance Co. and Principal Securities Inc. Rodriguez serves as president of the Mexican Cultural Center of Northern California and is a board member for multiple nonprofit organizations, including Pride Industries Inc. and University Enterprise Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.