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.