Press Release

December 28, 2011 14:40 ET

Benchmark Wealth Management Announces


Anaheim, Ca –November, 2011– David T Schaper, CRPC®, AWMA®, President and LPL Financial Advisor from Benchmark Wealth Management recently attended the Business Leaders Forum 2011 in San Diego, Ca, one of three exclusive invitation-only regional events hosted by LPL Financial, the nation’s number one independent broker-dealer.*

Business Leaders Forums are tailored for top producing advisors at LPL Financial to help them learn new business development and proactive management techniques, and provide them with the opportunity to network and share ideas with like-minded peers. The events include presentations from LPL Financial experts and strategic partners.

“Attending the Business Leaders Forum helps demonstrate our firm’s commitment to continuing education,” says Dave Schaper. “Through this event, I gained insight into many of the latest financial strategies and trends that will allow me to continue putting my clients’ best interests first.”

About Benchmark Wealth Management

Headquartered in Anaheim, established in 2004 and currently has 11 branch offices with 17 experienced Financial Consultants and staff.

Benchmark Wealth Management was founded by a group of advisors with decades of experience in the financial services industry. 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 today’s role of the Financial Advisor from consultant to salesperson.

Through Benchmark’s affiliation with LPL Financial, the nation’s #1 independent broker / dealer*, our advisors have the true independence to give unbiased advice to help our clients reach their financial goals. We do not have any sales quotas or pressure to use proprietary products or services as do the majority of our peers.

Our independence allows us to properly put our focus where it belongs – on our clients.

We value the relationship over the transaction!

For more information, please visit

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 12,600 financial advisors and approximately 750 financial institutions. Additionally, LPL Financial supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with employees and offices in Boston, Charlotte and San Diego. For more information, please visit

Important Disclosures:


* As reported by Financial Planning magazine, June 1996-2011, based on total revenue.