Parkshore Wealth Management
Parkshore Wealth Management
As a fee-only financial planner, my goal is to help you achieve your dreams! - Daniel Andersen, CFP®
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Daniel Andersen is a Roseville, CA fee-only financial planner. Parkshore Wealth Management provides comprehensive wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Andersen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Every day, Daniel Anderson 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.
Daniel splits his time between El Dorado Hills, CA and Cache Valley, UT with his wife and four children. Outside of work, he enjoys spending time outdoors with his family and animals.
Daniel Andersen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Parkshore Wealth Management is a family-owned wealth management firm with four decades of experience helping clients achieve their dreams. Based in Roseville, California, we work with financially responsible families and individuals throughout the greater Sacramento Area, helping them build the future they envision.
We are an independent, fee-only Registered Investment Advisory firm holding our financial advisors to a fiduciary standard that always puts clients' interests ahead of our own. In this way, our clients know that the financial blueprints we design for them are truly created to simplify their financial lives and help them reach their goals.
We recognize that our clients' financial needs may evolve as their stage of life does. That is why we offer three service programs to choose from:
Wealth Choice: The advice of a financial professional on a client's chosen subject
Wealth Builder: Our investment management service + Wealth Choice modules at a reduced rate
Wealth Management: Comprehensive financial planning and investment management services
With Wealth Choice and Wealth Builder, clients select financial modules when they need them. They will receive the recommendations of a CERTIFIED FINANCIAL PLANNER(tm) professional and timelines, referrals, resources, and assistance to implement their strategies.
Our modules include:
- Insurance analysis
- 401(k) review
- Tax preparation, projection, and strategy
- Estate plan review
- Portfolio analysis
- Financial plans
- Answers to specific questions
- Special projects -- advice for short-term goals
Wealth Management Services
We work with wealth management clients to complete a financial blueprint for life. By providing a rich array of services under one roof, we help simplify clients' lives and finances while creating a better plan for the future.
Our services include:
- Personal, fee-only financial planning
- Tax planning and preparation
- Cash flow planning and management
- Investment policy statements
- Retirement, tax, and estate planning strategies
- Asset allocation model construction
- Disciplined portfolio management
- Retirement plan rollover guidance
- Advice about stock options
- Second opinions on current investment portfolios or financial plans
- Resources on many other financial subjects to promote financial wellness
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Daniel Andersen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Daniel Andersen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Daniel Andersen is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Daniel Andersen is a Registered Tax Preparer with the California Tax Education Council (CTEC)
Daniel Andersen Served as the 2019 and 2020 FPA NorCal Conference Chair
Daniel Andersen is a Member and Past Treasurer, President, and Chairman of the Financial Planning Association of Northern California
Daniel Andersen is Quoted on Nasdaq.com: "How to Become a Million-Dollar Producer"
Contact Daniel Andersen
3007 Douglas Blvd.
Roseville, CA 95661
50 Iron Point Circle
Folsom, CA 95630
3300 North Triumph Blvd.
Lehi, UT 84043
196 South 100 West
Logan, UT 84321