CalCPA Health Sales Contacts and Preferred Brokers

A broker can provide expert advice and assistance to our CalCPA member firms. Our preferred brokers specialize in assisting CPA firms and are selected on the basis of their experience and expertise. Only preferred brokers receive direct training in the CalCPA Health plans from our sales department. Broker services are provided at no cost to you.

To contact a CalCPA Health Sales Representative Directly:

Tom Kowalski, Sales Manager
CalCPA Health

Christine Simmons, Sales Representative
CalCPA Health (Southern California)

Kevin A. Roberts, Sales Representative
CalCPA Health (Northern California)

To contact a Preferred Broker:

Ron Bland
306 6th Avenue, Suite B
San Mateo, CA 94401
650-348-6234 X 12

Fredericks Benefits
Bob Fredericks
1200 Nevada Street, Suite 102
Redlands, CA 92374

Johnson & Dugan Insurance Services, Inc
Doug Hessel
455 Hickey Blvd., Suite 416
Daly City, CA 94015

Benefits Done Right Insurance
Laurie Rood
Jessica Hinkle
601 University Avenue, #250
Sacramento, CA 95825
(800) 482-1817

BJA Partners
Myron Jucha
Sare Howland
1145 West Bernardo Court
San Diego, CA 92127
Toll Free: (855) 785-9800

California Corporate Benefits Insurance Services
Robert Recchia, CLU, ChFC, CHRS
16955 Via Del Campo, Suite 100
San Diego, CA 92127
Toll free: (877) 222-6843 x 102

The Vita Group
Karl Hansen
Erik Hansen

900 No. Shoreline Blvd.
Mtn. View, CA 94043

Hortsmann Financial & Insurance Services
Katherine Horstmann Herbert, LUTCF
205 E. River Park Circle, Suite 220
Fresno, CA 93720
Kathy Sunday, RHU

Beneflex Insurance Services
Dan Cattaneo

4690 Carpinteria Ave., Suite B
Carpinteria, CA 93013
(805) 684-5100

Maniaci Insurance Services, Inc.
Daniel V. Maniaci
(310) 541-4824 x 224

Brandon Huerta, CPA
(310) 541-4824 x 256
500 Silver Spur road, Suite 121
Palos Verdes, CA 90275

ICMS Employee Benefits
Chris Danser
2 N. Market St., Suite 420
San Jose, CA 95113

KBI Benefits
Mike Radakovich
(408) 366-8880
10011 N. Foothill Blvd., #110
Cupertino, CA 95014

Arrow Benefits Group
Jordan Shields
Keith McNeil
One Willowbrook Court, #230
Petaluma, CA 94954
(707) 992-3780