National Association of Alternative Benefit Consultants
CBC Directory
California
Members listed with “CBC” following their names are “Chartered Benefit Consultants” and have taken and passed a rigorous comprehensive exam testing their knowledge and level of expertise in the area of consumer-driven health plans. Those members listed with both CBC and “ACBC” are “Advanced Chartered Benefit Consultants” and have completed the highest level of training available in the field.
City |
Name / Telephone |
Business name / On-line address |
| Anaheim Hills | Janco, Gloria, CBC-8 | |
| 714-280-0819 | gloria.janco@wellpoint.com | |
Auburn |
McKnight, Gary A. |
|
530-888-0688 |
||
| Bakersfield | Carls, Arthur R., CBC-8 | |
| 661-588-7033 | art.carls@wellpoint.com | |
Bakersfield |
Herrera, Edward J. |
|
661-327-4028 |
||
| Beverly Hills | Hausman, Steve, CBC-8 | |
| 213-810-8000 | steve.hausman@wellpoint.com | |
| Brea | Geary, Kim CBC-8 | The Rule Group |
| 949-419-1605 | Kimgeary@the rulegroup.com | |
| Burbank | Stehlin, Robert, CBC | Cash Doctor |
818-303-1705 |
||
| Camarillo | Ed Eybsen | Colonial Western Insurance Agency |
| 805-764-0606 | eeybsen@colonialwestern.com | |
| Carlsbad | Ogirala, Raja, CBC, ACBC | |
818-790-3741 |
||
| Cathedral Cit | Anderson, Lynda Carole, CBC-8 | |
| 760-321-5259 | lynda.anderson@wellpoint.com | |
Cerritos |
Navarro, Alfonso T., CBC |
ADP |
866-778-8051 |
||
| Chatsworth | Messing, David J., CBC-8 | |
| 805-532-2067 | david.messing@wellpoint.com | |
Clovis |
Vincent, Steven, CBC |
|
559-325-2478 |
||
| Danville | Robles, Erin, CBC-8 | |
| 866-594-4382 | erin.robles@wellpoint.com | |
| Downey | McKeehan, Donna, CBC | |
| 562-923-6202 | donna.mckeehan@wellpoint.com | |
| El Granada | Magnus, Thomas G., CBC-8 | |
| 650-280-3396 | tom.magnus@wellpoint.com | |
Encino |
Bronstein, Richard S., CBC, ACBC |
|
818-342-9200 |
||
| Escondido | Millison, Sandy, CBC-8 | |
| 760-443-5594 | sandy.millison@wellpoint.com | |
Glendale |
Kazazian, Zaven, CBC |
Gainer Consulting |
626-440-0399 |
||
Hernando |
Underhill, Wallace B. |
` |
352-489-3238 |
`11 |
|
| Huntington Beach | Oroczo, LeeAnn, CBC-8 | The Rule Group |
| 949-419-1606 | loroczo@therulegroup.com | |
Indio |
Engen, Dick |
Insurance Services |
760-345-3755 800-373-9885 |
||
| Irvine | Pethtel, Cheryl | The Rule Group |
| 949-419-1621 | cheryl@therulegroup.com | |
Irvine |
Semrow, Robert, CBC, ACBC |
111111111 |
949-697-2313 |
||
La Canada Flintridge |
Peterson, Neal R., CBC |
|
818-790-3741 |
||
Lafayette |
Lee, Ernie |
Benefit Administrators |
1-888-MSA1997 |
||
| Laguna Beach | McGraw, Jon B., CBC-8 | The Rule Group |
| 949-419-1629 | jmcgraw@therulegroup.com | |
La Mesa |
Thudium, Marleen K., CBC |
Willowbrook Insurance |
619-248-6132 |
||
| Lake Forest | Michael, Dan, CBC-8 | |
| 949-830-5353 | dan.michael@wellpoint.com | |
Mill Valley |
Petrick, Richard |
Richard Petrick & Associates |
415-380-3800 |
||
Morgan Hills |
Phillips, Stuart A., CBC, ACBC |
|
408-782-8903 |
||
Moorpark |
Panopoulos, Brina, CBC |
|
805-523-2596 |
||
Newbury Park |
Ahrens, Timothy, CBC |
|
805-713-7383 |
||
Newbury Park |
Alexander, Lindsee, CBC |
|
805-713-7342 |
||
Newbury Park |
Floyd, Mary, CBC |
|
805-713-8219 |
||
Newbury Park |
Keeling, Susan, CBC |
|
805-713-8950 |
||
| Newbury Park | Messing, Christopher J., CBC-8 | |
| 805-498-3486 | chris.messing@wellpoint.com | |
| Newbury Park | Moses, Tonda, CBC-8 | |
| 562-984-9446 | tonda.moses@wellpoint.com | |
Newbury Park |
Reuben, Joanie, CBC |
|
805-713-7329 |
||
Newbury Park |
Vizents, JoAnn, CBC |
|
805-713-5984 |
||
Newbury Park |
Workinger, Scott, CBC |
|
805-713-6791 |
||
| Newport Beach | Arguijo-Chilsted, Teresa | The Rule Group |
| 949-419-1616 | teresa@therulegroup.com | |
| Newport Beach | Clinton, Cynthia A. | The Rule Group |
| 949-419-1680 | cclinton@therulegroup.com | |
| Newport Beach | Crawford, Kent M. | The Rule Group |
| 949-419-1603 | kcrawford@therulegroup.com | |
| Newport Beach | Garey, Marty | The Rule Group |
| 949-474-1550 | mgarey@therulegroup.com | |
| Newport Beach | Gomes, Lisa, CBC-8 | The Rule Group |
| 949-419-1622 | lgomes@therulegroup.com | |
| Newport Beach | Laugharn, Clell J., CBC-8 | The Rule Group |
| 949-419-1642 | cj@therulegroup.com | |
| Newport Beach | Love, Doreena, CBC-8 | The Rule Group |
| 949-419-1615 | doreena@therulegroup.com | |
| Newport Beach | Lugo, Michael A., CBC-8 | The Rule Group |
| 949-419-1609 | mlugo@therulegroup.com | |
Oakhurst |
Macaulay, Doug |
|
559-683-4494 |
||
Oxnard |
Estrada, Ronald A., CBC |
|
805-713-7326 |
||
| Palm Desert | Paul M. League, QFP, CFP® | League Financial & Insurance Services |
| 800-482-5347 | www.LeagueFinancial.com | |
Paso Robles |
Hinds, Edward Dee III, CBC |
|
805-239-7443 |
||
Petaluma |
Roffmann, Doug, CBC, ACBC |
|
707-291-8244 |
||
| Pleasanton | Chibras, Luis A., CBC-8 | |
| 925-600-8200 | luis.chibras@wellpoint.com | |
Port Hurneme |
Muraski, Jo-Rite E., CBC |
|
805-984-4967 |
||
Redlands |
Cutler, Tom |
|
909-307-8500 |
||
| Redondo Beach | Anthony, John, CBC-8 | |
| 310-379-9889 | john.anthony@wellpoint.com | |
Riverside |
Kalra, D.Paul, CLU, CHFC |
|
800-677-5001 |
||
Roseville |
Maher, James T. |
|
916-781-3321 |
||
St. Petersburg |
Harris, Patrick |
Flex Plan Ins. Services |
727-822-7166 |
||
| San Bruno | Silverman, Rick H., CBC-8 |
|
| 650-872-6604 | rick.silverman@wellpoint.com | |
San Diego |
Enright, John |
HealthCare Producers |
800-815-5622 |
||
| San Diego | Jones, Marilyn A., CBC-8 | |
| 619-523-1900 | marilyn.jones@wellpoint.com | |
| San Dimas | Brown, Dennis E., CBC-8 | |
| 626-890-6352 | dennis.brown@wellpoint.com | |
Santa Rosa |
Francis, T. Michael |
CMS Insurance Administrators |
707-542-9930 |
||
| San Mateo | Fong, Isabella M., CBC-8 | |
| 650-868-0887 | isabella.fong@wellpoint.com | |
Simi Valley |
Aguilar, Mario Steven, CBC |
|
805-584-3762 |
||
| Stockton | Kocir, Elizabeth A., CBC-8 | |
| 209-471-4571 | elizabeth.kocir@wellpoint.com | |
Sun City |
Prouty, William H., CBC, ACBC |
|
909-301-0605 |
||
| Thousand Oaks | Narula, Christabelle Maria, CBC-8 | |
| 866-500-7798 | christabelle.narula@wellpoint.com | |
| Thousand Oaks | West, Cindy Buttera, CBC-8 | |
| 805-241-9522 | cindy.west@wellpoint.com | |
Thousand Oaks |
West, Jeff, CBC |
|
805-713-5146 |
||
| Trabuco Canyon | Trabuco Canyon-8 | |
| 949-589-1280 | audrey.schmidt@wellpoint.com | |
Trabuco Canyon |
Shearer, Steve, CBC |
|
949-709-7643 |
||
| Valley Village | Han, Sung Won, CBC-8 | |
| 818-623-9696 | susan.han@wellpoint.com | |
| Ventura | Eybsen, Edward J., CBC-8 |
Benflex Insurance Serivices |
| 805-684-5100x100 | eeybsen@beneflexsb.com | |
| Walnut | Chang, Ivy Lee, CBC-8 | |
| 909-967-5083 | ivy.chang@wellpoint.com | |
Watsonville |
Fugitt-Hetrick, Paula L., CBC |
|
831-566-2253 |
||
Watsonville |
Yahiro, William |
|
831-728-1237 |
||
West Hills |
Horowitz, Benjamin M |
|
818-206-0109 |
||
| Westlake Village | Barton, Craig J., CBC-8 | |
| 818-521-8550 | craig.j.barton@wellpoint.com | |
NON-RESIDENT LICENSED MEMBERS |
||
Chesterfield, MO |
McCann, Kevin |
|
|
800-709-4145 |
|
Des Plaines, IL |
Wishner, Allen |
FlexMSA |
1-888-FLEXHSA |
||
Fort Collins, CO |
Long, Wiley P., III, CBC |
HSA for America |
866-254-5121 |
||
Southampton, NY |
McKnight, David CFP, CBC, ACBC |
Planned Financial Consultants |
888-549-3006 |
||
NAABC, Inc. | 435 Pennsylvania Avenue | Glen Ellyn, IL 60137 | 800-627-0552