Harold Anderson (CFP®)
Harold Anderson focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Parkshore Wealth Management is a family-owned wealth management firm with four decades of experience helping clients achieve their dreams. Based in Granite Bay, 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
Harold C. Anderson, CFP®, the President of Parkshore Wealth Management, has been an advisor and fiduciary to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER™ professional and a founding member of the Financial Planning Association of Northern California. Harold is also a member of NAPFA (National Association of Personal Financial Advisors). He is a graduate of Brigham Young University and earned a Bachelor of Science in business management with an emphasis in both financial and estate planning, as well as minors in accounting and economics.
Harold believes in developing long-term relationships with professionals and individuals based on honesty and integrity. He 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.
NAPFA Start Date
February 15, 2011
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