HAROLD C. ANDERSON, CFP®
PRESIDENT | SENIOR ADVISOR
Harold Anderson’s career inspiration began with his grandfather’s example of integrity. It was during the Great Depression when his grandfather sold life insurance and would often pay his clients’ premiums when they could not. Harold also witnessed the hard-learned financial lessons of other family members; as a young man, Harold chose to learn all he could in order to help others not make the same mistakes. As Parkshore’s President and Senior Advisor, he leads a team intent on helping clients build wealth and create long term financial security.
Harold is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant since 1986. He works with clients in the areas of Retirement, Tax, Financial and Estate planning. He finds it particularly gratifying to work with client’s financial challenges and solve their everyday issues. With 42 years of experience in financial services, he counts one of the most satisfying career achievements as time he and his son, Daniel Andersen, worked together to create Parkshore Wealth Management.
Harold and his wife, Darlene, live in the Sierra Foothills, where they enjoy time with their 4 adult children and 14 grandchildren. Harold is an artisan woodworker and has earned his Masters in Woodworking from Marc Adams School of Woodworking and enjoys taking classes to further improve his skills.
Education and Certifications
CERTIFIED FINANCIAL PLANNER™ professional, CFP Board of Standards Inc.
B.S. in business management with emphasis in financial and estate planning, Brigham Young University
Professional Memberships
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
Contact Harold
Phone: (916) 797-3007
Email: harold@parkshorewealth.com