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.
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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