Daniel Andersen, Cfp®

Daniel Andersen, Cfp® Email and Phone Number

Fee-Only Fiduciary Advisor @ Parkshore Wealth Management
roseville, california, united states
Daniel Andersen, Cfp®'s Location
Roseville, California, United States, United States
Daniel Andersen, Cfp®'s Contact Details

Daniel Andersen, Cfp® work email

Daniel Andersen, Cfp® personal email

n/a
About Daniel Andersen, Cfp®

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.

Daniel Andersen, Cfp®'s Current Company Details
Parkshore Wealth Management

Parkshore Wealth Management

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Fee-Only Fiduciary Advisor
roseville, california, united states
Website:
pwmadvisor.com
Employees:
7
Daniel Andersen, Cfp® Work Experience Details
  • Parkshore Wealth Management
    Co-Founder And Senior Advisor
    Parkshore Wealth Management Oct 2008 - Present
    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.
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  • Pennington Financial Group
    Portfolio Administration And Tax Preparation
    Pennington Financial Group Jan 2005 - Sep 2008
    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.

Daniel Andersen, Cfp® Skills

Financial Planning Wealth Management Tax Planning Estate Planning Retirement Planning Portfolio Management Financial Planners Finance Management Financial Advisory Customer Service

Daniel Andersen, Cfp® Education Details

Frequently Asked Questions about Daniel Andersen, Cfp®

What company does Daniel Andersen, Cfp® work for?

Daniel Andersen, Cfp® works for Parkshore Wealth Management

What is Daniel Andersen, Cfp®'s role at the current company?

Daniel Andersen, Cfp®'s current role is Fee-Only Fiduciary Advisor.

What is Daniel Andersen, Cfp®'s email address?

Daniel Andersen, Cfp®'s email address is da****@****lth.com

What schools did Daniel Andersen, Cfp® attend?

Daniel Andersen, Cfp® attended Brigham Young University - Idaho, Uc Davis Extension.

What are some of Daniel Andersen, Cfp®'s interests?

Daniel Andersen, Cfp® has interest in New Technology, Outdoors, Golf, Woodworking, Movies.

What skills is Daniel Andersen, Cfp® known for?

Daniel Andersen, Cfp® has skills like Financial Planning, Wealth Management, Tax Planning, Estate Planning, Retirement Planning, Portfolio Management, Financial Planners, Finance, Management, Financial Advisory, Customer Service.

Who are Daniel Andersen, Cfp®'s colleagues?

Daniel Andersen, Cfp®'s colleagues are Sam Taylor, Amanuel Lemma, Jodi Weight, Harold Anderson, Cfp®, Pamela Liggett, Samuel Lucero.

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