Rob Cozzi Jr., AIF®,CLF®, RICP®

Financial Advisor


Rob is a financial professional with Principal Financial Network in Fresno, CA. He started his career as a financial professional with Principal in 2004, took on additional duties as a Development Director in 2008, and became a Managing Director in 2016. To follow his passion of helping people and to better serve his clients, Rob decided to return to his practice full time in 2024.

Rob specializes in helping successful families and businesses with their wealth management and investment needs to that they have the complete picture. He also has experience in contingency planning to help his clients prepare for life's unexpected critical financial events.

Education & Credentials:

Rob received his Bachelor of Science from California State University, Chico. He has earned three professional designations in the Financial Services Industry, including the AIF®, CLF® and RICP®. He has also earned the FINRA Series 6, 7, 24, 51, 63 and 65 securities registrations.

Rob is a member of the National Association of Insurance and Financial Advisors, Fresno Chapter, the Fresno Estate Planning Council, and the Financial Services Professionals.


Rob has previously served on non-profit boards, which included the Clovis Chamber of Commerce and The Institute for Family Business. He actively participates in multiple Chambers of Commerce, including acting as Ambassador for the Clovis Chamber. In his spare time, Rob enjoys the outdoors and activities with family and friends. He is an avid fly fisherman, golf duffer, and self-proclaimed BBQ maniac.



Phone 559-650-2653