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Daniel C. Andersen, CFP®

Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow

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Parkshore Wealth Management Daniel C. Andersen, CFP®
Roseville, California

Serving Clients Nationwide

Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Get to Know Daniel C. Andersen:

Every day, Daniel comes to the office with one important objective: to put clients first. As a Financial Advisor and Vice President, he loves helping people find the potential within their unique circumstances. Ultimately, his goal is to help them both maintain and grow their resources while achieving their goals.

Daniel takes great pleasure in being part of a process that helps clients see how they can prioritize and attain their goals. He especially enjoys working with people who are enthusiastic about their future. That enthusiasm, he has found, makes the financial planning process an exciting adventure.

Daniel lives in El Dorado Hills with his wife, Abbi, and four children. Outside of work, he enjoys spending time outdoors with his family and animals.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association

Location

3007, Douglas Boulevard, Roseville, California, 95661

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. We get to know you and your goals and discuss how we may be able to support you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

At Parkshore Wealth Management, we help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want.

Headquartered in Roseville, California, we are a family-owned wealth management firm that takes a personal approach to working with people. We offer tailored planning and services to meet clients needs today that can grow with them in the future.

Our goal is to partner with financially responsible individuals and families in the greater Sacramento and Utah area who are eager to take positive steps that will allow them to use their money to build the life they desire. As an independent, fee-only Registered Investment Advisor, we uphold our fiduciary commitment to always act in clients’ best interest.

For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial and tax planning services so you can get answers to your financial questions and move forward with confidence.

Education

Brigham Young University - Idaho, Bachelor’s degree, Economics, Minor in Business Management | Personal financial planning certificate, UC Davis Extension | Registered tax preparer, California Tax Education Council

Badges

Hobbies and Interests

  • Animals
  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Living in Retirement
  • Technology Professionals