Central Valley Strategic Wealth Management
Central Valley Strategic Wealth Management & Insurance Services is a financial advisory firm based in Clovis, California, with a team boasting over 160 years of combined industry experience. The firm specializes in providing comprehensive financial services to businesses, business owners, employees, and individuals, aiming to help clients achieve their financial goals through personalized strategies. Their offerings include retirement planning, investment management, business succession planning, and employee benefit solutions. The team is led by experienced professionals such as William E. Griffith, ChFC®, AEP®, RICP®, AIF®, and Rob Cozzi, Jr., who are affiliated with Principal Securities, Inc. Central Valley Strategic Wealth Management emphasizes a client-centric approach, combining the expertise of a large firm with the personalized service of a locally owned team.