Financial Consultant / LPL Financial Advisor
Chris Sommer joined LPL Financial after spending nearly twenty years in the Financial Services Industry with Great Western Financial Securities, Washington Mutual, and Chase Investment Services, where he was Leaders Circle and Presidents Club member.
He holds his Series 7, 63 registration with LPL Financial as well as his State of California Life Insurance registration. He attended San Diego State University and lives in San Clemente California with his wife and two kids and enjoys taking family vacations to the mountains and the beach.
Brent Kanitra, CFP®
Financial Consultant | LPL Financial Advisor
Mr. Kanitra is a founding member of the Benchmark Wealth Management team. Prior to this Brent worked in the Financial Services field for 17 years at Washington Mutual (formerly Home Savings of America) and City National Bank. Brent has developed an acute sense of what the individual investor and small business owner require to manage their personal finances.
Mr. Kanitra’s primary areas of expertise include retirement income and estate planning. Brent positions himself to be the primary advocate for his clients’ investment needs. He uses the vast network of contacts he has built over the past 20 years to find solutions that are economical and custom tailored to each client.
Mr. Kanitra and his wife Katharine consider themselves blessed to live and work in the community they were born and raised in and know to be the best in the world, Southern California. Brent is an avid golfer and actively involved with the Fullerton Men’s Golf Club as well as the Southern California Golf Association.
Mr. Kanitra is a Certified Financial Planner, CFP® and holds his Series 7 and 63 through LPL Financial and Insurance licenses in the states of California, New York, Texas, and Arizona.
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
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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