WE OFFER A PERSONAL APPROACH TO FINANCIAL PLANNING
At Parkshore Wealth Management, we help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want.
Headquartered in Roseville, California, we are a family-owned wealth management firm that takes a personal approach to working with people. We offer tailored planning and services to meet clients needs today that can grow with them in the future.
Our goal is to partner with financially responsible individuals and families in the greater Sacramento and Utah area who are eager to take positive steps that will allow them to use their money to build the life they desire. As an independent, fee-only Registered Investment Advisor, we uphold our fiduciary commitment to always act in clients’ best interest.
For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial and tax planning services so you can get answers to your financial questions and move forward with confidence.
MEET OUR FINANCIAL ADVISORY TEAM
You will work one-on-one with a financial advisor dedicated to achieving your financial goals. Many of our advisors have the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a certification widely respected in the financial industry for its comprehensive education, experience, and ethics requirements.
HAROLD C. ANDERSON, CFP®
Senior Advisor
DANIEL C. ANDERSEN, CFP®
Senior Advisor
JOHN-THOMAS LLOYD, CFP®, EA
Advisor
TREVOR STONE, CFP®, EA
Associate Advisor
PAM LIGGETT
Client Service Specialist
JODI WEIGHT
Director of Client Experience
Our Office