Daniel C. Andersen,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel C. Andersen, CFP®

Vice President

Parkshore Wealth Management

3007 Douglas Blvd
Roseville, CA 95661
FINANCIAL ADVISOR'S WEBSITE
(916) 797-3007 CONNECT WITH Daniel
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General

Daniel Andersen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkshore Wealth Management in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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