WHO WE ARE
Beneflex is an independently owned and operated employee benefits agency founded in 2004 by Dan Cattaneo and located in the beautiful coastal town of Santa Barbara, CA. We provide a comprehensive selection of employee health and welfare benefit plans along with expert advisory services in the areas of Compliance, Innovation Cost Control Solutions and Human Resources Support. We have gathered a team of licensed employee benefit professionals and compassionate, customer-care specialists who are ready and waiting to assist you and your employees.
Whether you have a payroll of 40 or 4,000, the health of your business depends on financial strength and employee well-being. At Beneflex, we focus on providing custom-tailored benefits packages that protect the health of your employees and your bottom line. We know the health of our business depends on the health of your business.
LOCAL COMPANY + NATIONAL PRESENCE
While we are a locally owned and independently operated firm headquartered in Santa Barbara, CA we are also a proud Partner-owner of United Benefit Advisors (UBA).
United Benefit Advisors is a Partner-owned alliance of nearly 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., and is one of the nation’s “Top 10” employee benefit advisory organizations. UBA Partners, who actively collaborate with more than 2,000 experienced benefits professionals, are uniquely prepared to share their collective wisdom with busy employers who want the assurance that they are making informed choices that improve the lives of their employees and their families
Because UBA is a national organization, Beneflex is able to create unique benefits packages for our clients that have locations in multiple states and can help employers who are relocating or expanding. While UBA lends its firm strength and knowledge, Beneflex is still an independent advisory firm who understands the local marketplace and the unique challenges that individual employers face. This allows us to provide insightful, personalized service that our competition simply can’t match, backed by the knowledge and resources of UBA.