Fresno, CA Office

Jeffrey King is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Life Insurance Co and Principal Securities in 2026, he worked at Edward Jones from 2023 to 2025 and was involved with The King's Corner Ministries from 2020 to 2023. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kevin Sullivan is a CFP® and ChFC® affiliated with Principal Financial Services, with 31 years of industry experience. He currently works at Central Valley Strategic Wealth Management and has held roles at Principal Life Insurance Company and Principal Securities Inc. Sullivan owns a condo that he rents at a below-market rate to a longtime friend who is also his client. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

Bronson Booth is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and having two years of industry experience. His prior work history includes roles at Edward Jones and various energy and hospitality firms. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

William Griffith is a financial advisor with Principal Financial Services based in Fresno, CA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 49 years of industry experience, including long-term roles at Principal Securities and Principal Life Insurance since 1986, and has served as Vice President at Central Valley Strategic Wealth Management. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Lisa Hennesay is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. She has worked at Principal Life Insurance Company since 2014 and at Principal Securities Inc. since 2008, while also leading Central Valley Strategic Wealth Management & Insurance Services as a financial advisor since 2017. Her background includes roles in insurance sales and retirement services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Houston is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Hoodwink Consulting LLC, and several other firms across technology, consulting, and brewing sectors. Outside of finance, he has experience in entrepreneurial ventures such as Full Circle Brewing and 101Voice. 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 under various advisory and promoter arrangements.

Anthony Palermo is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2013. Palermo serves as Treasurer for the Mansionette County Estates Homeowners Association. 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 through various advisory and promoter arrangements.

Robert Cozzi Jr. is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Principal Life Insurance Company since 2004 and joined Central Valley Strategic Wealth Management in 2024. Outside of his advisory work, he volunteers as a referee for the Clovis Junior Soccer League. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Griffith is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he was self-employed from 2018 to 2022 and worked in education from 2000 to 2018. He is a shareholder of Central Valley Strategic Wealth Management, an entity that manages business operations and staff. 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 advisory and promoter arrangements.

Jake Boust is a financial advisor with Principal Financial Services holding a Series 66 designation. He has been with Principal Securities and Principal Life Insurance Co. since 2025. Prior to his current roles, he worked at True Legacy Financial, Pardini's Catering Services, and Valley Wide Beverage, among other positions. He also holds an insurance agent role involving the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Izat is a financial advisor at Principal Financial Services with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes over two decades at Pruco Securities, LLC and Prudential Insurance Company of America before joining Principal Life Insurance Company and Principal Securities Inc. 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 stationed abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Carano is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. He serves as Advocacy Chair on the board of the local NAIFA Fresno chapter, where he contributes to industry-related meetings and occasionally speaks on general topics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Clifford Hall is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016 and is currently affiliated with Central Valley Strategic Wealth Management & Insurance Services. Outside of his advisory role, Hall serves on the board of Hands on Central California and is involved in a comedy venture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.