Daniel C. Andersen
PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA 95746
Some features on this profile are disabled
CRD#: 5826910
Professional summary
Daniel Christian Andersen, CFP®, who also goes by Daniel Christian Andserson, is a registered financial advisor currently at PARKSHORE WEALTH MANAGEMENT located in Granite Bay, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 1 firm .
Biography
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.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Daniel Christian Andserson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Wealth Management Professional Association (WMPA); Networking and career development organization; President; July 2024; Approx 1 hour per month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Christian Andersen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
May 30, 2012 - Present
PARKSHORE WEALTH MANAGEMENT
Office #1: 5940 Granite Lake Drive, Granite Bay, CA 95746RIA
CRD#: 148052
Granite Bay, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT | PRINCIPLE WEALTH MANAGEMENT
CRD#: 148052 / SEC#: 801-78573
RIA
Registered Investment Advisory firm - (9/23/2013 Approved)California
Registered Investment Advisory firm - (10/25/2013 Terminated)Texas
Registered Investment Advisory firm - (9/26/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/30/2012)
IAR
Texas(7/31/2017)
Exams
Current Firm
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT | PRINCIPLE WEALTH MANAGEMENT
CRD#: 148052 / SEC#: 801-78573
RIA
Registered Investment Advisory firm - (9/23/2013 Approved)California
Registered Investment Advisory firm - (10/25/2013 Terminated)Texas
Registered Investment Advisory firm - (9/26/2013 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5940 Granite Lake Drive, Granite Bay, CA 95746
Mailing Address
Phone number
(916) 797-3007
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,607 |
| AUM (Assets Under Management) | $ 455,395,765 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PARKSHORE WEALTH MANAGEMENT
CRD#: 148052Granite Bay, CA 95746TRUST BUT VERIFY
Monitor Daniel Andersen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
