DAVID SCHAPER, CRPC®, AWMA®
Honored as Five Star Wealth Manager
ANAHEIM, Ca – December 10, 2015 – David Schaper, CRPC®, AWMA® of Benchmark Wealth Management has been honored and chosen as one of Orange County’s Five Star Wealth Managers for 2016.
“I am honored and humbled to receive this recognition for the third consecutive year. I have been in the financial services industry for over 15 years. During that time it has always been my goal to serve my clients through sound guidance and open communication. My investment and financial planning experience is extensive, but I think what sets me apart is my commitment to understanding each client’s situation and aspirations, and then tailoring a strategy to help them get there.”, said Dave Schaper of Benchmark Wealth Management. “Being named as a Five Star Wealth Manager demonstrates our commitment to placing our clients’ best interest first and helping them gain confidence in their financial future.”
“Five Star Wealth Managers”
The 2016 Five Star Wealth Manager award is a distinction awarded to a select group representing less than 7% of the wealth managers in the Orange Coast area.
Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.
In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-quaification based on industry standing. Self nominations are not accepted. Orange Coast award candidates were identified using internal and external research data, including a survey to thousands of registered financial services professionals and all identified financial services companies in the area that are registered with FINRA or the SEC.
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2016 Five Star Wealth Managers**.
For more information, please visit www.fivestarprofessionals.com
About Benchmark Wealth Management
Headquartered in Anaheim, Ca, Benchmark was founded by a group of advisors with decades of experience in the financial services industry at various firms. Over the years we saw the industry shift its focus from the needs of clients to the profitability of the firm. This shift has largely changed the role of today’s financial advisor from consultant to salesperson. Through prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of experienced financial advisors in several branch offices throughout Southern California. Through our affiliation with LPL Financial, our advisors have the true independence to provide unbiased advice to provide guidance to our clients in pursuit of their goals. For more information, please visit www.BenchmarkWealthManagement.com
David Schaper is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.