Dan Andrew, CFP®

Operations Manager / Wealth Manager

Dan holds a dual role within the Benchmark team, both helping other advisors with practice management and helping clients establish goals and creating financial plans.

On the practice management side, Dan helps other advisors with processes, technology, and best practice habits.  The goal is to simplify the day-to-day calendar for each affiliated office.

In addition, Dan works with a select group of clients to figure out their ‘big picture’ dreams and goals, then plan accordingly.  To Dan, the best part of working with clients is creating solutions to allow them to live a full and rich life – at whatever stage they find themselves.

In 2019, Dan earned his CERTIFIED FINANCIAL PLANNER™ marks.  The CFP® certification program involves the completion of a rigorous education component and the CFP® board requires the candidate to pass a comprehensive 6-hour examination.  Dan holds a California Life and Health Insurance license and FINRA Series 7, 24, 63, and 65 licenses through LPL Financial.

When away from the office, Dan enjoys spending time with his wife Rachel, daughter Sydney and son Luke.  Dan and Rachel are both UC Santa Barbara graduates and enjoy travelling with the family.