Harold Anderson, Cfp®

Harold Anderson, Cfp® Email and Phone Number

President at Parkshore Wealth Management @ Parkshore Wealth Management
roseville, california, united states
Harold Anderson, Cfp®'s Location
Roseville, California, United States, United States
Harold Anderson, Cfp®'s Contact Details

Harold Anderson, Cfp® personal email

n/a
About Harold Anderson, Cfp®

Harold C. Anderson, the President of Parkshore Wealth Management, an independent, fee-only Registered Investment Advisor based in Roseville, California. 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.Harold has been an advisor to individuals and business owners since 1978. He believes in developing long-term relationships with professionals and individuals based on honesty and integrity. Harold works with clients to understand their comprehensive needs and objectives, and then implements a strategic academic approach using sound financial principles to achieve a well-balanced, customized financial plan.Harold is a CERTIFIED FINANCIAL PLANNER™ professional and a founding member of the Financial Planning Association of Northern California. He is also a member of NAPFA (National Association of Personal Financial Advisors).Harold graduated from Brigham Young University, where he earned a B.S. degree in business management with an emphasis in both financial and estate planning, as well as minors in accounting and economics.

Harold Anderson, Cfp®'s Current Company Details
Parkshore Wealth Management

Parkshore Wealth Management

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President at Parkshore Wealth Management
roseville, california, united states
Website:
pwmadvisor.com
Employees:
7
Harold Anderson, Cfp® Work Experience Details
  • Parkshore Wealth Management
    President
    Parkshore Wealth Management Oct 2008 - Present
    Parkshore Wealth Management is a comprehensive financial services firm. We have been helping people to improve their long-term financial success. We offer customized programs that are designed to grow and protect wealth. It is our commitment to deliver an exceptional level of personalized service and expertise.
    View
  • Pennington Financial Group
    Financial Planner
    Pennington Financial Group 1995 - Sep 2008

Harold Anderson, Cfp® Skills

Financial Planning Wealth Management Retirement Planning Tax Planning Estate Planning Portfolio Management

Harold Anderson, Cfp® Education Details

Frequently Asked Questions about Harold Anderson, Cfp®

What company does Harold Anderson, Cfp® work for?

Harold Anderson, Cfp® works for Parkshore Wealth Management

What is Harold Anderson, Cfp®'s role at the current company?

Harold Anderson, Cfp®'s current role is President at Parkshore Wealth Management.

What is Harold Anderson, Cfp®'s email address?

Harold Anderson, Cfp®'s email address is ha****@****man.com

What is Harold Anderson, Cfp®'s direct phone number?

Harold Anderson, Cfp®'s direct phone number is +191684*****

What schools did Harold Anderson, Cfp® attend?

Harold Anderson, Cfp® attended Brigham Young University.

What are some of Harold Anderson, Cfp®'s interests?

Harold Anderson, Cfp® has interest in Woodworking, Spending Time With Family.

What skills is Harold Anderson, Cfp® known for?

Harold Anderson, Cfp® has skills like Financial Planning, Wealth Management, Retirement Planning, Tax Planning, Estate Planning, Portfolio Management.

Who are Harold Anderson, Cfp®'s colleagues?

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

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