Mr. Schaper founded Benchmark Wealth Management in 2004 after working approximately 12 years with Washington Mutual (formerly Home Savings of America). Mr. Schaper held various positions in retail banking prior to transitioning to Financial Services in 1999. David has been an LPL Financial “Freedom Club” member for outstanding client service for the last 2 years.
Mr. Schaper specializes in helping people with income planning for and during their retirement years. Critical to this is a 4 step planning process and proactive communication schedule between client and advisor. Mr. Schaper, a Southern California native is married to his wife Heather and they have two sons, Daniel and Ethan. Some of their hobbies are boating, skiing, travel and spending time with friends & family. David is also a Reserve Deputy with the Los Angeles County Sheriff’s Department, is very active in the local community and served on the Finance Committee as a Director with the Anaheim Memorial Medical Center’s Charitable Foundation.
Mr. Schaper holds his Series 7, 63, 65 and 24 registrations through LPL Financial and Insurance licenses with the states of California, Arizona, Illinois and Colorado. David earned his Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor credentials and designations from the College for Financial Planning in Denver, Co.
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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