About Us

ABOUT US

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.

With offices 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 service programs to meet clients where they are in life and achieve their goals both now and in the future.

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“Strive not to be a success, but rather to be of value.”

— Albert Einstein

We Are Fee-Only, Fiduciary Financial Advisors

Our goal is to partner with financially responsible individuals and families in Sacramento and beyond 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. Our advisors all 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®
Daniel C. Andersen, CFP®
John-Thomas Lloyd, CFP®
Bill Patterson

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.

Contact Harold

Phone: (916) 797-3007
Email: harold@parkshorewealth.com

Daniel C. Andersen, CFP®

Vice President

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.

Education and Certifications

B.S. in economics, minor in business management, Brigham Young University-Idaho
Personal financial planning certificate, UC Davis Extension
CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Planner Board of Standards Inc.
Registered tax preparer, California Tax Education Council

Board and Committee Memberships

Financial Planning Association of Northern California (roles have included treasurer, president-elect, president and chairman)
FPA NorCal Conference Committee

Contact Daniel

Phone: (916) 797-3007
Email: daniel@parkshorewealth.com

John-Thomas Lloyd, CFP®

Advisor

As an advisor with Parkshore Wealth Management, John-Thomas enjoys the satisfaction that comes with helping clients achieve their financial goals. With a mind that is both technical and detail oriented, he relishes the problem solving that comes with his work, whether it’s implementing client strategies, creating financial plans or working on enhancing technology solutions to enrich the client experience.

John-Thomas is an extremely hard worker. He takes any and every opportunity to go the extra mile. At a very young age he was taught the principles of hard work by working in the family garden, shoveling snow, hauling lump coal, and having a newspaper route. Working hard was further ingrained into his character by wrestling four years in high school and earning academic all-state. In college he was found doing a variety of jobs such as modeling, peeling 10 foot pine logs by hand using a draw knife and being the local “Culligan Man” by delivering bottled water and salt for water softeners. John-Thomas brings the principle of diligence with him to work each day.

John-Thomas lives in Antelope with his wife, Angelica, and two children. He has a wide range of interests—from working on home projects to playing basketball—but his favorite hobby is metal detecting with his brother. He also looks for ways to be of service, and he finds that his leadership position in his church offers many opportunities to do so, from helping a parishioner move to simply listening to someone who needs an empathetic ear.

Education and Certifications

B.S. in economics, minors in math and history, Brigham Young University-Idaho
Personal financial planning certificate, College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Planner Board of Standards Inc.
Registered tax preparer, California Tax Education Council

Contact John-Thomas

Phone: (916) 797-3007
Email: john-thomas@parkshorewealth.com

Bill Patterson

Financial Advisor and Tax Preparer

Bill has been preparing tax returns professionally since 1982 and has held the designation of Enrolled Agent with the IRS since 1989. Over the years Bill has been highly involved in the tax lives of his clients and values the trust they place in him. In 2018 Bill passed the Series 65 exam, which allowed him to broaden his area of expertise to include investments and financial planning.

In tandem with Bill’s career in taxation and financial advice he works as a business teacher at Granite Bay High School. He brings his same zeal for learning and teaching from the classroom to the conference room. He started his professional career with two great degrees. An A.A. in Business from American River College and a B.S. in Business Management from Brigham Young University.

As an Enrolled Agent and Financial Advisor at Parkshore Wealth Management, Bill seeks to help his clients find security in their finances and confidence in their future. Bill is proud of the excellent work he has done working on his clients behalf and representing them in front of the IRS when necessary.

Bill is a long time resident of Roseville, where he is heavily involved in his local Boy Scouts of America troop. At the age of 16 Bill achieved the rank of Eagle Scout, the highest rank awarded to Boy Scouts. His enjoyment of the outdoors has continued all of his life. He loves camping and hiking, his favorite hike being the ascent to the top of Yosemite’s Half Dome.

Contact Bill

Phone: (916) 797-3007
Email: bill@parkshorewealth.com

Schedule a Complimentary Phone Call

Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.