Welcome to Benchmark
Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing them. The fact is, the more wealth you have, the more time and knowledge it takes to manage it.
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Learn about our unique
Wealth Management System
by watching this video.
Do You Know Your Number?
What is your risk tolerance? Does your portfolio really reflect your tolerance level? Contact me and have your portfolio analyzed to see if there is a match.
Recent News
Market Week: September 14, 2020
Stocks rebounded to begin last week on a positive note, as each of the benchmark indexes listed here posted notable gains by the close of trading last Monday.
Market Week: September 14, 2020
Stocks continued to slide last Tuesday as falling tech shares pulled the Nasdaq down 4.1%.
Market Week: September 8, 2020
Stocks sagged last Monday, but not enough to dampen a banner month of returns in August.
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Contact Us
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Local: 714-633-4453
FAX: 714-912-1011
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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