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Caroline Barkley
Vp Benefits at Vita Benefits
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Work Experience
May 2015 - Present · 9 years and 7 months
Vp Benefits
May 2022 - Present · 2 years and 7 months
Account Executive
May 2016 - Apr 2022 · 5 years and 11 months
Benefits Advisor
May 2015 - Apr 2016 · 11 months
Company Details
51-200 Employees
Vita's mission is to provide a level of knowledge and service unsurpassed in the employee benefits industry. -------------------------------------------------------------------- Insurance offered through Vita Insurance Associates, Inc. (CA Insurance License #058115 | DBA Vita Companies) Investment advisory services offered through Vita Planning Group LLC, a Registered Investment Adviser with the SEC. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Karl Hansen at (650) 567-9300. Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs). -------------------------------------------------------------------- Location Information: Mountain View, CA - Branch Office Portland Area -Securities business not conducted at this location.
Year Founded
1979
Social Media
Linkedin
Industry
Human Resources Services
HQ Location
1451 Grant Road Suite 200 Mountain View, CA 94040, US
Keywords
Employee Benefits Brokerage ServicesFederal COBRA AdministratioIRC Section 125 AdministratioRetirement & Financial Planning ServicesCommuteFSAHSAHRABillingCompetitive Benefit Plans
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