Rob Cozzi Jr., AIF®,CLF®, RICP®
Financial Advisor
Experience:
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 so 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. Rob 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 & 65 securities registrations.
Interests:
Rob has previously served on non-profit boards, such as Clovis Chamber of Commerce and The Institute for Family Business. Rob actively participates in multiple Chambers of Commerce, including acting as Ambassador for the Clovis Chamber, as well as a member of IBEW local 100. 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.
3435234-032024