Harold Anderson
CFP®
Parkshore Wealth Management
President and Senior Advisor
Harold Anderson
CFP®
Parkshore Wealth Management
President and Senior 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®
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Harold Anderson 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, Harold Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Harold Anderson’s career inspiration began with his grandfather’s example of integrity. It was during the Great Depression when his grandfather sold life insurance and would often pay his clients’ premiums when they could not. Harold also witnessed the hard-learned financial lessons of other family members; as a young man, Harold chose to learn all he could in order to help others not make the same mistakes. As Parkshore’s President and Senior Advisor, he leads a team intent on helping clients build wealth and create long term financial security.
Harold is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant since 1986. He works with clients in the areas of Retirement, Tax, Financial and Estate planning. He finds it particularly gratifying to work with client’s financial challenges and solve their everyday issues. With 42 years of experience in financial services, he counts one of the most satisfying career achievements as time he and his son, Daniel Andersen, worked together to create Parkshore Wealth Management.
Harold and his wife, Darlene, live in the Sierra Foothills, where they enjoy time with their 4 adult children and 14 grandchildren. Harold is an artisan woodworker and has earned his Masters in Woodworking from Marc Adams School of Woodworking and enjoys taking classes to further improve his skills.
Harold Anderson 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
Financial Modules
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.
Specialties
- 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
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Harold Anderson is a NAPFA-Registered Financial AdvisorThe 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.
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Harold Anderson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Harold Anderson 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.
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Harold Anderson is a Registered Tax Preparer with the California Tax Education Council (CTEC)
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Harold Anderson is Quoted on BestLife: "25 Rules for a Wealthy Retirement HERE'S HOW TO MAKE YOUR GOLDEN YEARS PLATINUM."
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Harold Anderson is Quoted in InvestmentNews: "Advisers wary of becoming private-offering gatekeepers"
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Harold Anderson is Quoted in InvestmentNews: "Possible CFP Board foray into continuing ed worries advisers"
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Harold Anderson is Quoted on Yahoo Finance: "7 Ways to Retire with $1 Million"
Contact Harold Anderson
Office Locations:
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3007 Douglas Blvd.
Suite 150
Roseville, CA 95661 -
50 Iron Point Cir
Suite 140
Folsom, CA 95630 -
3300 North Triumph Blvd.
Suite 100
Lehi, UT 84043 -
196 South 100 West
Suite 107
Logan, UT 84321
