Daniel C. Andersen, CFP^®

Senior Advisor

Parkshore Wealth Management

5940 Granite Lake Dr.
Granite Bay, CA 95746

FINANCIAL ADVISOR'S WEBSITE

www.parkshorewealth.com

(916) 797-3007 CONNECT WITH Daniel

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$10,000

General

Daniel Andersen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkshore Wealth Management in Granite Bay, CA and the surrounding communities.

Financial Advisor Overview

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.

Financial Advisor Experience

B.S. in economics, minor in business management, Brigham Young University-Idaho Personal financial planning certificate, UC Davis Extension CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Planner Board of Standards Inc. Registered tax preparer, California Tax Education Council

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances