Lesa Caputo

Principal and Benefits Advisor

20 years of experience


Lesa joined the company in 2010 with 20+ years’ experience in the insurance industry as a Senior Benefits Advisor. Lesa is a leading expert in employer benefits offerings, having worked on both the insurance carrier and broker sides of the industry. She has amassed an in-depth understanding of the complexities of the design and funding mechanisms of a strategic employee benefits plan. She is highly versed in compliance and health care reform issues, topics she often address in our client workshops and as the primary instructor for the SBHRA Insurance Academy. She has also served two terms as President of the Santa Barbara Association of Health Underwriters, in 1999-2000 and 2009-2010 and currently proudly serves as a board member of the Pacific Coast Region of the American Red Cross.

As a graduate of UCSB with a degree in Business Economics in 1994, Lesa has been exclusively committed to the Employee Benefits industry ever since. Lesa has built a clientele of over 100 employers representing over $30 million in insurance premiums which she diligently monitors. Her in-depth knowledge in employee benefits, strategic abilities in plan design and funding mechanisms, and her compliance expertise make Lesa an invaluable partner to her clients.

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About Santa Barbara, CA Team

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We actively partner with our clients by becoming an extension of their Human Resources and Finance teams. We help identify, strategize and implement solutions that allow them to achieve their unique goals. We offer a place where employees feel valued for who they are and have the opportunity to realize their personal goals. We are a group of great listeners, passionate speakers and innovative thinkers. We believe in what we do and why we do it. This drives us to continually achieve extraordinary results for those we serve.

For benefit plan questions, claims issues, referrals and more, contact our Assist Team at 888.957.2933.


7 W Figueroa St, Suite 303, Santa Barbara, CA 93101, USA | (949) 328-3104 | Get Directions | View Team Details