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
tom.kowalski@calcpa.org
650-522-3251

Christine Simmons, Sales Representative
CalCPA Health (Southern California)
christine.simmons@calcpa.org
650-522-3275

Kevin A. Roberts, Sales Representative
CalCPA Health (Northern California)
kevin.roberts@calcpa.org
650-522-3085