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Daniel Andersen, Cfp® is listed as Fee-Only Fiduciary Advisor at Parkshore Wealth Management, a company with 7 employees, based in Roseville, California, United States. AeroLeads shows a work email signal at pwmadvisor.com and a matched LinkedIn profile for Daniel Andersen, Cfp®.
Daniel Andersen, Cfp® previously worked as Co-Founder and Senior Advisor at Parkshore Wealth Management and Portfolio Administration and Tax Preparation at Pennington Financial Group. Daniel Andersen, Cfp® holds Bachelor’S Degree, Economics from Brigham Young University - Idaho.
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Daniel C. Andersen is the Vice President of Parkshore Wealth Management, an independent, fee-only Registered Investment Advisor based in Roseville, CA. The firm's goal is help clients build a firm financial foundation for their lives, using tools and techniques that will help them construct the future they want.Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Financial Planning Association of Northern California. He earned a bachelor's degree in economics with a minor in business management from Brigham Young University-Idaho. Daniel also has a Certificate in Personal Financial Planning from UC Davis Extension and is a CTEC-registered tax preparer in the state of California.
Listed skills include Financial Planning, Wealth Management, Tax Planning, Estate Planning, and 7 others.
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Granite Bay, California, United States
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help our clients build a firm financial foundation for their lives, using tools and techniques that can help them construct the future they want. We are a family owned firm with offices in Granite Bay and Folsom, California and Lehi and Logan, Utah that take a.
I worked in the Tax departement from 2005 through 2008. My responsibilities included preparation of personal income tax returns. My role in the Portfolio Administration department began in 2007. Portfolio Administration is a client facing position that requires attention to detail and an ability to multitask.
Other employees you can reach at pwmadvisor.com. View company contacts for 7 employees →
Samuel Lucero
Colleague at Parkshore Wealth ManagementRexburg, Idaho, United States, United States
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Amanuel Lemma
Colleague at Parkshore Wealth ManagementGreater Seattle Area, United States
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Sam Taylor
Colleague at Parkshore Wealth ManagementRexburg, Idaho, United States, United States
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Harold Anderson, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States, United States
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Jodi Weight
Colleague at Parkshore Wealth ManagementOrangevale, California, United States, United States
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Pamela Liggett
Colleague at Parkshore Wealth ManagementShingle Springs, California, United States, United States
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Activities and Societies: Member of the fledgling economics club.
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Daniel Andersen, Cfp® works for Parkshore Wealth Management.
Daniel Andersen, Cfp® is listed as Fee-Only Fiduciary Advisor at Parkshore Wealth Management.
AeroLeads has found 1 work email signal at @pwmadvisor.com for Daniel Andersen, Cfp® at Parkshore Wealth Management.
Daniel Andersen, Cfp® is based in Roseville, California, United States while working with Parkshore Wealth Management.
Daniel Andersen, Cfp® has worked for Parkshore Wealth Management and Pennington Financial Group.
Daniel Andersen, Cfp®'s colleagues at Parkshore Wealth Management include Samuel Lucero, Amanuel Lemma, Sam Taylor, Harold Anderson, Cfp®, and Jodi Weight.
You can use AeroLeads to view verified contact signals for Daniel Andersen, Cfp® at Parkshore Wealth Management, including work email, phone, and LinkedIn data when available.
Daniel Andersen, Cfp® holds Bachelor’S Degree, Economics from Brigham Young University - Idaho.
Daniel Andersen, Cfp® is listed with skills including Financial Planning, Wealth Management, Tax Planning, Estate Planning, Retirement Planning, Portfolio Management, Financial Planners, and Finance.
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