DANIEL ANDERSEN, CFP®
CO-FOUNDER AND SENIOR ADVISOR
Daniel Andersen loves that he gets to work with people every day who are excited to make the most of their future. As a Senior Advisor at Parkshore Wealth Management, Daniel draws on a range of financial tools to help clients optimize their net worth and pursue personal fulfillment. With over 16 years of experience in financial planning, investment management, tax strategy, and cash flow optimization, Daniel partners with individuals and couples seeking a trusted advisor to manage their investments and help build a solid foundation for their goals.
Daniel’s career path was inspired by his father, Harold C. Anderson, CFP®—an early pioneer in fiduciary, fee-only advice and a role model for compassion and generosity. His father’s example taught Daniel that being a financial advisor is not just about numbers; it’s about making an impact on people’s lives. He began his career with a tax internship in 2005 and earned a degree in economics from BYU-Idaho in 2007. He co-founded Parkshore Wealth Management in 2008 and earned his CERTIFIED FINANCIAL PLANNER® designation in 2012.
Daniel’s love for solving financial “puzzles” and clarifying the murky world of finance drives him to help clients unlock their financial potential. One of the most rewarding aspects of his career has been seeing long-time clients transition from the saving phase of their 40s to a confident retirement in their 60s. He takes great satisfaction in knowing he has helped them grow both their wealth and sense of safety in retirement.
Living in El Dorado Hills, CA, Daniel shares his life with his wife, Abbi, and their four children—Marston, Hazel, Ollie, and Lila. He enjoys relaxing around a campfire with good friends, though his greatest joy is watching his kids play sports. Recently, he’s been honing his skills in welding and leather crafting, and he cherishes travel to “slices of heaven” like Yosemite, Bar Harbor, and Banff.
Education and Certifications
Bachelor of Science, Economics, BYU-Idaho, 2007
Certificate in Financial Planning, UC Davis, 2011
CERTIFIED FINANCIAL PLANNER® (CFP®) Certification
California Registered Tax Preparer (CRTP)
Board and Committee Memberships
Financial Planning Association (FPA), Northern California Chapter: Board member (2013-2016), with roles including Treasurer, President-Elect, President, and Chair
FPA NorCal Conference Committee: Board member (2014-2023), holding positions such as Speaker Liaison, Keynote Speaker Liaison, and Committee Chair
Contact Daniel
Email: daniel@parkshorewealth.com
Phone: (916) 797-3007