Welcome to Benchmark
Like most successful people, you continually strive to make smart decisions that have put you to 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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Wealth Management System
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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: June 17, 2019
While not as robust as the prior week, stocks still managed to post gains for the second week in a row.
read moreThe Sandwich Generation: Caught in the Middle
The Sandwich Generation: Caught in the Middle
read moreMarket Week: June 10, 2019
Markets rebounded nicely last week on hopes that the Federal Reserve Board will cut interest rates in the near future.
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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.
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