Acquisition Expands Benefits Presence in Northern California
ATLANTA, GA – April 18, 2024 - OneDigital, the nation’s leading insurance brokerage, financial services, and HR consulting firm, has acquired CBA Premier Insurance Solutions, Inc (CBA) located in San Jose, CA. This acquisition continues to fuel OneDigital’s rapid growth in Northern California to strengthen offerings for businesses and individuals aspiring for health, success and financial security. By joining OneDigital, CBA expands its offerings for its customers with access to industry-leading employee benefits, retirement & wealth, HR, and property & casualty resources.
CBA, a trailblazing employee benefits firm established in 2012 by President Dirk Leone, specializes in all aspects of employee and executive benefits. As the industry evolves, CBA remains committed to empowering businesses and their employees with tailored benefits packages. In conjunction with President Leone, Denise Curiel, Senior Account Manager, will continue guiding the CBA team as they provide personalized, high-quality service to their esteemed clients.
We are thrilled to announce our partnership with CBA, a leading employee benefits firm. This strategic move aligns perfectly with our commitment to enhancing our portfolio and providing comprehensive solutions to our clients. With CBA on board, we look forward to expanding our reach and delivering unparalleled value to businesses and individuals.”
— Nate Wall, Sr. Managing Principal, OneDigital Northern California
Dirk Leone, President CBA, stated, “I am both humbled and excited to join forces with OneDigital. As the founder of CBA, this decision was not made lightly. However, I firmly believe that partnering with OneDigital will unlock new opportunities for our clients and employees alike. Together, we will continue to shape the future of employee benefits, delivering excellence and innovation.”
About OneDigital
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
About CBA Premier Insurance Solutions, Inc.
Founded in 2012 by Dirk Leone, CBA prides itself on being a trusted employee benefits firm. With over 30 years of combined experience, the CBA team brings together industry experts and knowledge to serve their clients to design effective and cost-efficient benefits programs.
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