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 @
- 2024 -now Financial Advisor @
- 2016 -2024 Managing Director and Principal Securities Financial Advisor @
- 2008 -2015 Development Director and Financial Advisor @
- 2004 -2008 Financial Representative @
- 2002 -2004 General Manager @ The Elbow Room Restaurant
- 1997 -2001 General Manager @ Chevys Fresh Mexican Restaurant/ Fuzio's Universal Pasta
- 1993 -1997 General Manager @
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
- 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
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 2 emails and 1 mobile phone numbers on RocketReach.
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