Daniel Andersen, Cfp® Email & Phone Number

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 personal approach to working with clients. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer our clients a comprehensive array of financial services, so they can get answers to their financial questions and move forward with confidence.

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.

Bachelor’S Degree, Economics

Activities and Societies: Member of the fledgling economics club.

Certificate In Personal Financial Planning, Financial Planning