Harold C. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Harold C. Anderson, CFP®


Parkshore Wealth Management

5940 Granite Lake Dr
Granite Bay, CA 95746-6817
(916) 797-3007 CONNECT WITH Harold
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Harold Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkshore Wealth Management in Granite Bay, CA and the surrounding communities.

Financial Advisor Overview

Harold C. Anderson, CFP®, a senior advisor 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.


Financial Advisor Experience

CERTIFIED FINANCIAL PLANNER™ Certification, CFP Board of Standards B.S., Business Management, with Emphasis on Financial and Estate Planning, Brigham Young University

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources