Rob Cozzi Email & Phone Number

Financial Advisor @ Central Valley Strategic Wealth Management & Insurance Services

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Rob Cozzi Location

Fresno, CA, US

Rob Cozzi Work

2024 - now Financial Advisor @ Central Valley Strategic Wealth Management & Insurance Services
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2024 - now Financial Advisor @ Principal Financial Group
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2016 - 2024 Managing Director and Principal Securities Financial Advisor @ Principal Financial Group

2008 - 2015 Development Director and Financial Advisor @ Principal Financial Group
2004 - 2008 Financial Representative @ Principal Financial Group
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2002 - 2004 General Manager @ The Elbow Room Restaurant
1997 - 2001 General Manager @ Chevys Fresh Mexican Restaurant/ Fuzio's Universal Pasta
1993 - 1997 General Manager @ Red Lobster

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Rob Cozzi Education

California State University, Chico
Bachelor of Science (B.S.)
1988 - 1992
Bakersfield High School
High School Degree (General)
1984 - 1988

Rob Cozzi Skills

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

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Rob Cozzi Summary

Rob Cozzi, based in Fresno, CA, US, is currently a Financial Advisor at Central Valley Strategic Wealth Management & Insurance Services. Rob Cozzi brings experience from previous roles at Principal Financial Group. Rob Cozzi holds a 1988 - 1992 Bachelor of Science (B.S.) @ California State University, Chico. With a robust skill set that includes Life Insurance (term, universal, whole), Retirement Planning, Financial Needs Analysis, 401(k), 403(b), SEP & SIMPLE IRAs, Annuities (Fixed & Variable) and more. Rob Cozzi has 3 emails and 1 mobile phone numbers on RocketReach.

Rob Cozzi Emails

Found 3 emails

Rob Cozzi Phone Numbers

Found 3 phone numbers

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Others Named Rob Cozzi

Rob Cozzi

Financial Advisor at Central Valley Strategic Wealth Management & Insurance Services

Fresno, CA, US
3
- cvstrategicwealth.com
- att.net
- principal.com
3
- +1 559-297-XXXX
- +1 559-916-XXXX
- +1 559-261-XXXX

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Top Central Valley Strategic Wealth Management & Insurance Services Employees

Rob Cozzi

Financial Advisor at Central Valley Strategic Wealth Management & Insurance Services

Fresno, CA, US
3
- cvstrategicwealth.com
- att.net
- principal.com
3
- +1 559-297-XXXX
- +1 559-916-XXXX
- +1 559-261-XXXX
Glenda Christensen

Administrative Manager at Central Valley Strategic Wealth Management & Insurance Services

Clovis, CA, US
1
- sbcglobal.net
4
- +1 559-650-XXXX
- +1 559-278-XXXX
- +1 816-506-XXXX
- +1 559-943-XXXX

View Similar Profiles

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