Benefit Equity, a Strongpoint Partner

Benefit Equity, a Strongpoint Partner

Financial Services 1971 E. 4th Street 19 employees
Employees
19
Contacts
3
Emails
3
Phones
1

Benefit Equity, a Strongpoint Partner Overview

Headquarters
1971 E. 4th Street
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
19
Founded
1989
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Benefit Equity, a Strongpoint Partner

Benefit Equity, a Strongpoint Partner, located in Santa Ana, California, has been a leader in the retirement services industry since 1989. Their team of 14 retirement plan strategists have built a reputation for helping successful small- to medium-sized businesses, wealth advisors, payroll companies, and tax professionals with reliable and trusted guidance to meet their retirement objectives. Specializing in retirement plan administration and consulting services, BEI’s team is set apart by their belief in building and cultivating relationships and their collaborative approach to solve problems for their clients. Proudly a Strongpoint Partner since July 2025.

Benefit Equity, a Strongpoint Partner Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Benefit Equity, a Strongpoint Partner Org Chart

Sample employees and titles
Name Title Contact
Edna Makhani Pension Consultant at Benefit Equity
Email
Robert Gorelick CEO at Benefit Equity Inc.
View
Brad Knight
Email Phone
Michael Gorelick, Apr President & Senior Pension Consultant
Email

Employees by Management Level

Individual contributor 4 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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