Daniel Andersen Email & Phone Number
Co-Founder and Senior Advisor @ Parkshore Wealth Management
5 free lookup(s).
Daniel Andersen Location
- Granite Bay, CA, US
Daniel Andersen Work
- 2008 - now Co-Founder and Senior Advisor @
- 2005 - 2008 Portfolio Administration and Tax Preparation @ Pennington Financial Group
Daniel Andersen Education
- UC Davis Extension
Certificate in Personal Financial Planning (Financial Planning)
2009 - 2011 - Brigham Young University - Idaho
Bachelor’s degree (Economics)
2004 - 2007
Daniel Andersen Skills
- financial planning
- wealth management
- tax planning
- estate planning
- retirement planning
- portfolio management
- Financial Planners
- Finance
- Management
- Financial Advisory
- Customer Service
- Microsoft Word
- Business Development
- Marketing
- Microsoft Excel
- Accounting
- Strategy
Daniel Andersen Summary
- Daniel Andersen, based in Granite Bay, CA, US, is currently a Co-Founder and Senior Advisor at Parkshore Wealth Management. Daniel Andersen brings experience from previous roles at Pennington Financial Group. Daniel Andersen holds a 2009 - 2011 Certificate in Personal Financial Planning in Financial Planning @ UC Davis Extension. With a robust skill set that includes financial planning, wealth management, tax planning, estate planning, retirement planning and more. Daniel Andersen has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Parkshore Wealth Management Employees
Daniel Andersen
Co-Founder and Senior Advisor
Granite Bay, CA, US
Harold Anderson
President
Roseville, CA, US
John-Thomas Lloyd
Financial Professional
Granite Bay, CA, US
Pamela Liggett
Operations Manager
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Samuel Lucero
Paraplanner
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Merrill Davis
Wealth Management Intern
Provo, UT, US
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