Central Valley Strategic Wealth Management & Insurance Services

Central Valley Strategic Wealth Management & Insurance Services is a financial services practice that is dedicated to helping businesses, business owners, families and employees protect and achieve their financial goals. With over 160 years of combined experience in retirement plan design & administration, financial planning, retirement planning, investment advisory services and insurance solutions, their dynamic team offers the experience and sophistication of a large firm with a level of attention and client service a locally owned advisor group can provide. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. William Griffith, Lisa Hennesay, Rodney Thornton, Rob Cozzi, Davy Vartanian, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Central Valley Strategic Wealth Management & Insurance Services is not an affiliate of the Principal Financial Group®. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Principal® and financial representatives of Principal do not provide legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations. 831607-052019 Not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.