Harold Anderson


Parkshore Wealth Management

Financial Advisor

Harold Anderson


Parkshore Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Harold Anderson, CFP®

(916) 797-3007

Fee-Only Advisor serving the Roseville, CA

Harold Anderson is a Roseville, CA fee-only financial planner. Parkshore Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Harold Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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.


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

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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Harold Anderson

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Office Locations:

  • 3007 Douglas Blvd.
    Suite 150
    Roseville, CA 95661

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