Dan Andrew, CFP®
Operations Manager / Wealth Manager
Dan holds a dual role within Benchmark’s group of Financial Advisors and office support staff. Daily, Dan ensures valued clients receive high touch attention and all client are handled efficiently and thoroughly. In addition to running the operation side for Benchmark, Dan helps a select group of clients establish goals and create personal financial plans. Dan enjoys seeking ways to simplify the personal financial planning process.
In search for continuous professional improvement, Dan earned his CERTIFIED FINANCIAL PLANNER™ marks in 2019. The CFP® certification program involves a rigorous education component which requires the completion of in-depth financial planning scenarios. The CFP® Board also requires a candidate to successfully pass a comprehensive 6-hour examination. Dan holds a California Life and Health Insurance license and FINRA Series 7, 63 and 65 licenses through LPL Financial.
A UC Santa Barbara graduate, Dan enjoys travelling with his family, watching his daughter competitively dance at Avanti Dance Studio, coaching his son in local Select Pony baseball leagues, and all outdoor activities.