Financial Consulting Fresno

Rob Cozzi, Jr., CLF, RICP

Financial Consulting Fresno
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Address
1010 W Alluvial
 
Ste 111
Place
Fresno, CA   93711 
Landline
(559) 261-2000
Fax
(866) 866-6589
E-Mail
cozzi.rob@principal.com
Facebook
robcozzijr
Website
www.robcozzi.com

Description

Rob works with both the public and private sectors in lifestyle planning maintaining clients in California and Texas. Rob works with a team to help business owners develop benefit packages for their employees, key employees, and for the business owners themselves. Rob’s mission for his clients is to help develop an individualized, holistic financial plan that helps fit their unique needs and enables them to work towards both short and long-term objectives. Rob takes this same passion towards helping train and develop new advisors in to the business to help them flourish to take care of their clients.

Keywords Financial Consultant, Financial Planning, Financial Planner.

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Financial Consulting
(559)261-2000 (559)-261-2000 +15592612000

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