Daniel Andersen (CFP®, CTEC)

Daniel Andersen focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

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.

Additional Information

As a financial advisor and vice president of Parkshore Wealth Management, Daniel works with clients to lift the uncertainty that they have about their financial lives. He organizes and simplifies clients’ finances and takes great pleasure in the fact that this process helps them see how they can achieve their dreams and goals.

Helping people with their finances is a tradition for Daniel’s family. Daniel co-founded Parkshore with his father, and his grandfather was a banker. However, the roots go even deeper. Daniel’s great-grandfather was a life insurance salesman during the Great Depression who paid the premiums of struggling clients so their policies wouldn’t lapse. Daniel inherited the same empathy and feels joy whenever he helps clients realize what they need to do to be financially successful. He especially enjoys working with people who are excited about their future. That excitement, he has found, makes the financial planning process an adventure.

Daniel lives in El Dorado Hills with his wife, Abbi, and four children. Outside of work, he enjoys spending time outdoors—both playing outside with his kids and backpacking with his friends. When he goes camping, he almost inevitably heads for one of his two favorite camping spots—Desolation Wilderness outside of Lake Tahoe and Point Reyes.