Our Team
William E. Griffith, ChFC®, AEP®, RICP®, AIF®
Financial Advisor
Fax Number: 866-866-6589
Phone: 559-650-2650
Email: Bill@CVStrategicWealth.com
Lisa A. Hennesay, RICP®, AIF®, CRPS®
Financial Advisor
Fax Number: 866-866-6589
Phone: 559-650-2643
Mobile: 559-560-5121
Email: Lisa@CVStrategicWealth.com
Billy Griffith, AIF®
Financial Advisor
Fax Number: 866-866-6589
Phone: 559-650-2636
Email: BillyG@CVStrategicWealth.com
Rob Cozzi Jr., AIF®,CLF®, RICP®
Financial Advisor
Phone: 559-650-2653
Email: Rob@CVStrategicWealth.com
Paige Adair
Executive Assistant / Marketing Coordinator
Phone: 559-650-2634
Email: Paige@CVStrategicWealth.com
Kevin Sullivan, CFP®,RICP®, CLU®
Financial Advisor
Phone: 559-437-3560
Email: sullivan.kevin@principal.com
Kevin Wright
Financial Advisor
Fax Number: 866-866-6589
Phone: 559-627-3552
Email: KevinW@CVStrategicWealth.com
Rachel Medrano
Executive Assistant
Fax Number: 866-866-6589
Phone: 559-627-3552
Email: Rachel@CVStrategicWealth.com
