CoverProfile

Daniel Andersen

Co-Founder and Senior Advisor

Parkshore Wealth Management

United States, California, Granite Bay

About Me

Daniel Andersen loves that he gets to work with people every day who are excited to make the most of their future. As a Senior Advisor at Parkshore Wealth Management, Daniel draws on a range of financial tools to help clients optimize their net worth and pursue personal fulfillment. With over 16 years of experience in financial planning, investment management, tax strategy, and cash flow optimization, Daniel partners with individuals and couples seeking a trusted advisor to manage their investments and help build a solid foundation for their goals. Daniel’s career path was inspired by his father, Harold C. Anderson, CFP®—an early pioneer in fiduciary, fee-only advice and a role model for

View more

Profile Information

Co-Founder and Senior Advisor

Parkshore Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Granite Bay

California

United States

Feb 19, 2025

More profiles to browse

Profile Photo
Harold C. Anderson
President, Senior Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation