David Schaper, CRPC®, AWMA®
President, Financial Advisor
David began his financial services career on the retail bank side of Washington Mutual, holding several positions within the bank. Over time, he realized his energy could be better utilized helping bank clients with important investment decisions and he became a Financial Consultant in 2000. By 2004, he had a loyal client following and decided his clients could be better served in the independent advising channel. As a result, David aligned with LPL Financial and Benchmark Wealth Management was formed in 2004.
David specializes in assisting people who are retired or planning for retirement. Believing investment and retirement planning is a holistic experience, David likes to define goals, processes and expectations. David’s overarching goal for all clients is to keep an open and fluid dialogue.
David was born and raised in Southern California and is married to his wife Heather. Heather and David have two boys, Daniel and Ethan. Outside of work, their family enjoys boating, skiing, camping, traveling and spending time with friends and family. David has also been an active Reserve Deputy with the Los Angeles County Sheriff’s Department since 2006. In addition, the Schaper family is very active in the local community and David previously served as a Director with the Anaheim Memorial Medical Center’s Charitable Foundation.
Since 2006, David has received various awards as well as being recognized by several outside companies. David is an Investment Advisor Representative and Registered Principal and holds his Series 7, 63, and 24 Registrations through LPL Financial and Insurance Licenses with several states. As a Registered Principal with LPL, David is responsible for the supervision of several Financial Advisors and their staff. David earned his Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA) credentials and designations from the College for Financial Planning in Denver, CO.
CA Insurance Lic# 0D22786
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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