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
- Website
- benefitequity.com
- Industry
- Financial Services
- Employees
- 19
- Founded
- 1989
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Edna Makhani | Pension Consultant at Benefit Equity | Irvine, California, United States |
Email
|
| Robert Gorelick | CEO at Benefit Equity Inc. |
View
|
|
| Brad Knight | Orange County, California, United States |
Email
Phone
|
|
| Michael Gorelick, Apr | President & Senior Pension Consultant | Santa Ana, California, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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