Meet the management team
Dave Izat, CLU®, ChFC®, LUTCF - Senior Regional Managing Director
Dave Izat is a Senior Regional Managing Director for Principal® Financial Network. His territorial responsibilities include the Northern & Central California Regions, the Pacific Northwest Region and the Southern California Region.
With 31 years of dedicated service, Dave continues to be a recognized leader in the financial service industry. His accolades and achievements include earning the prestigious designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriters Training Council Fellow (LUTCF). He also served the industry as National Association of Financial Advisors President (NAIFA), in both the Honolulu Chapter (2002-2003) and Silicon Valley Chapter (2008-2009).
Dave joined º£½ÇÉçÇøin 2024 after spending the last 21 years working with Prudential. Throughout his career, through numerous leadership positions, Dave has consistently led his organizations to top achievements both internally within the Company and within the broader Industry as well.
Originally from Scotland, Dave grew up in San Jose before moving to Hawaii after college. Then, after living in Hawaii for 14 years, he was promoted and transferred back to Northern California in 2004. He has a B.A. in Political Science from San Jose State University with an emphasis in International Relations and a minor in Business Marketing. Dave lives in El Dorado Hills, California with his wife and daughter and is a passionate fan of the Raiders, the San Jose Sharks and San Jose Earthquakes. He enjoys going to sporting events, hiking, traveling, video games and is also an avid historian.
Contact information
916-462-9013
izat.david@principal.com
Jonathon Roth, CFP, RICP® - Senior Managing Director
Jon joined Principal® in 2013 and accepted a position as Development Director for the Principal® Financial Network of Northern California in 2015. With nearly 10 years of experience in the industry, Jon works with families and businesses alike focusing on their personal needs and adding value where he finds opportunity. As Development Director, Jon trains and coaches financial professionals in his region to follow his format for success.
Originally from Lexington, MA, Jon moved to California in 2005. He and his wife, Katie, were married in 2008 and together they have four children.
Jon earned his BS Marketing from Fairfield University and the º£½ÇÉçÇø Income Certified Professional, RICP® certification from the American College in 2016. Jon has FINRA series 7, 63 and 65 securities registrations and became a member of Premier Club in 2014.
CA Life and Health Insurance, License # 0H17871
Contact information
916 773-3343
roth.jon@principal.com
Brad Sofonia - Managing Director
Brad is a Managing Director with the º£½ÇÉçÇøFinancial Network of Northern California and Central California Region. With over 24 years of experience in financial services, Brad has developed a strong track record in organizational leadership and talent development. He has held a variety of positions throughout his time in the financial services industry and most recently was the director of leadership development, where he specialized in hiring, onboarding, and training financial professionals and leadership teams to drive success and foster a culture of excellence. Brad's leadership qualities lies in communication, problem-solving, recruiting and relationship building.
Contact information
559-650-2644
sofonia.brad@principal.com
Matt Uno - Managing Director
Matt is a Managing Director with the Northern California/Central California Region, where he finds passion in developing and coaching financial professionals to follow a format for success. With more than a decade of experience in the industry, Matt works with families and businesses alike focusing on their needs and adding value where there is opportunity. He provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.
Contact information
uno.matt@principal.com
Haley Young - Candidate Experience Consultant
I moved to º£½ÇÉçÇøFinancial where I've joined a team that is solely dedicated to helping financial professionals start their careers or transition their current practice to an amazing company! I love getting to focus on development and be the first person our financial professionals have supporting them and rooting for them as they start a challenging but rewarding career!
Contact information
319-243-2025
young.haley@principal.com
Lisa Rinehart - Regional Talent Acquisition Consultant
Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.
Contact Information
559-214-2123
rinehart.lisa@principal.com
Daniel Garza - Business Development Consultant
Daniel partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
916-941-4604
Garza.daniel@principal.com
Michelle Ramirez - Business Development Consultant
Contact information
559-650-2656
ramirez.michelle@principal.com
Olivia Cabrera - New Business Consultant
Contact information
559-627-3550
cabrera.olivia@principal.com
Susan Macias - New Business Consultant
Contact information
559-650-2661
macias.susan@principal.com
Martha Blevins, FLMI, ACS, AIAA, CFP - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Martha is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
559-261-2000
blevins.martha@principal.com
Sylvia Gradillas - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Sylvia is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
209-527-5210
gradillas.sylvia@principal.com