Daniel Andersen

Daniel C. Andersen is the President, co-founder, and a Senior Advisor of Parkshore Wealth Management, an independent, fee-only Registered Investment Adviser headquartered in the Roseville/Granite Bay area of Northern California, with additional offices in Folsom, CA, and Lehi and Logan, Utah. He earned a Bachelor of Science in Economics from BYU-Idaho (2007) and later completed a Certificate in Financial Planning at UC Davis (2011). He began his career with a tax internship in 2005, co-founded Parkshore Wealth Management in 2008, and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2012. He also holds a California Registered Tax Preparer (CRTP) designation.

Andersen's path into the profession was shaped by his father, Harold C. Andersen, CFP®, with whom he co-founded the firm; Harold is now Advisor Emeritus. The two built Parkshore as a fiduciary, fee-only practice, and its lineage reaches back over three decades of financial-planning work in the region. Today Daniel leads a team that includes lead advisors John-Thomas Lloyd, CFP®, EA, and Trevor Stone, CFP®, EA, along with paraplanning and client-service staff across the firm's four offices.

Beyond the firm, Andersen has been active in the professional community. He served on the board of the Financial Planning Association (FPA) Northern California Chapter from 2013–2016 — moving through the roles of Treasurer, President-Elect, President, and Chair — and sat on the FPA NorCal Conference Committee from 2014 to 2023. He and his wife Abbi have four children and live in El Dorado Hills, California; his personal interests include welding, leather crafting, campfires, watching his children's sports, and traveling to places such as Yosemite, Bar Harbor, and Banff.

• Operates as an independent, fee-only fiduciary RIA, obligated to act in clients' best interests; compensation is a percentage of assets managed plus hourly financial-planning fees (no commissions).
• Focuses on comprehensive, goal-based financial life planning — investment management, retirement planning, tax strategy, and cash-flow optimization — rather than startup or venture investing.
• In his own words, aims to "put clients first" and help them "maintain and grow their resources while achieving their goals," building "a firm financial foundation for your life."
• Typical clientele includes baby boomers, retirees, business owners, corporate executives, dual-income families, and technology professionals — often clients transitioning from their saving years into retirement.