Benchmark Wealth Management LLC

Description

Headquartered in Anaheim, Ca, Benchmark was founded by a group of advisors with decades of experience in the financial services industry at various firms. Over the years we saw the industry shift its focus from the needs of clients to the profitability of the firm. This shift has largely changed the role of today’s financial advisor from consultant to salesperson. Through prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of 14 financial advisors in 10 branch offices throughout Southern California. Through our affiliation with LPL Financial, our advisors have the true independence to provide unbiased advice to provide guidance to our clients in pursuit of their goals.

I am a graduate of Loyola Marymount University with a degree in Business Management and have been in the financial service industry for over 13 years.

“It’s an honor to be recognized as a top advisor at LPL Financial, which I attribute to my ability to provide unbiased guidance to clients and represent their best interests.

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