Harold C. Anderson

Harold C. Anderson

| CFP®

Parkshore Wealth Management

(916) 797-3007

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Fee-Only Advisor serving the Roseville, CA

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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3007 Douglas Blvd.
Suite 150
Roseville, CA 95661

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Harold Anderson is a Roseville, CA Fee-Only Financial Planner serving Roseville, CA. Parkshore Wealth Management specializes in high networth clients, estate planning, retirement planning, tax planning, and women's financial issues.
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.
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Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want.

With offices in Roseville, California, we’re a family-owned firm that takes a personal approach to working with people like you. 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 a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.

Specialties

  • financial planning
  • tax planning
  • cash flow planning and management
  • cash flow planning
  • cash flow management
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