Michael Yoffee
Managing Director, Principal Financial Network at Principal®
- Role
- Managing Director at Principal Financial Group
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Michael Yoffee
As the managing director of Principal® Financial Network of Southern California, I am proud to say that we work with a greater purpose in mind – to give people the financial tools and confidence to live their best lives. Our clients’ goals are at the heart of what we do, and we continue to educate and develop our team of financial professionals to deliver solutions to help clients work toward their goals. From providing career development to comprehensive benefits to our vibrant, diverse work environment, I am pleased to have the opportunity to enrich the professional and personal life of our financial professionals. Our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and making a positive impact on the community we serve.Michael Yoffee is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. CA License # 0G99546Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Reference companies are members of the Principal Financial Group ®, Des Moines, IA, 50392. Michael Yoffee, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Managing Director
Jul 2022 — Present · San Diego, CA, US
Education
University of Nevada-Las Vegas
Business, Finance
1996 — 2000
Skills
- Hiring
- Recruiting
- Disability Insurance
- Succession Planning
- 401k Rollovers
- Term Life Insurance
- Investments
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Life Insurance
- Finance
- Sales
- Whole Life
- Store Management
- Talent Acquisition
- Series 7
- Training
- Sales Management
- Iras
- Employee Benefits
- 401k
- Series 63
- Marketing
- Permanent Life Insurance
- Retirement
- Direct Sales
- Variable Annuities
- Coaching
- Retirement Planning
- Long Term Care Insurance
- Securities
- Public Speaking
- Estate Planning
- Long-Term Care
- Series 6
- Insurance
- Team Building
- Financial Services
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