Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Dan Andrew

Operations Manager

As the Operations Manager for Benchmark Wealth Management, Dan is responsible for the daily activity within the Anaheim office. With a keen eye for detail and processes, Dan helps other Benchmark Wealth Management offices instill best practice techniques and keeps all offices abreast of LPL technology and regulatory changes.

A UC Santa Barbara graduate, Dan enjoys travelling, working out and craft beer. Dan holds Series 7, 63 and 65 Licenses through LPL Financial.

CA Insurance Lic #0E72745

Daniel Andrew is a Registered Assistant with, and securities are offered through, LPL Financial.