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: October 3, 2022
Each of the benchmark indexes listed here lost value last week, as investors continued to worry about the impact the Federal Reserve policies will have on the economy.
Better Times to Come
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates…
Oct. 2022 Benchmark Bulletin
The federal budget deficit dropped significantly in 2022 but is expected to rise over the next decade.
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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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