Harold C. Anderson, CFP^®

Harold C. Anderson, CFP®, a senior advisor of Parkshore Wealth Management, has been an advisor and fiduciary to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER™ professional and a founding member of the Financial Planning Association of Northern California. Harold is also a member of NAPFA (National Association of Personal Financial Advisors). He is a graduate of Brigham Young University and earned a Bachelor of Science in business management with an emphasis in both financial and estate planning, as well as minors in accounting and economics. Harold believes in developing long-term relationships with professionals and individuals based on honesty and integrity. He 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.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances