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Harold Anderson - Cfp in CA

Harold Anderson

Cfp

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Harold C. Anderson, CFP, the President of Parkshore Wealth Management, has been an advisor and fiduciary to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER professional and a founding member of the Financial ...... Show More
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About
Harold C. Anderson, CFP, the President of Parkshore Wealth Management, has been an advisor and fiduciary to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER professional and a founding member of the Financial Planning Association of Northern California. Harold is also a member of NAPFA (National Association of Personal Financial Advisors). He is a graduate of Brigham Young University and earned a Bachelor of Science in business management with an emphasis in both financial and estate planning, as well as minors in accounting and economics.Harold believes in developing long-term relationships with professionals and individuals based on honesty and integrity. He works with clients to understand their comprehensive needs and objectives, and then implements a strategic academic approach using sound financial principles to achieve a well-balanced, customized financial plan.
Specialities
Estate & Generational Planning Issues
High Net Worth Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
"Womens Financial Planning Issues"
budget & debt management
comprehensive financial planning
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FAQs
Here are some Frequently Asked Questions about Harold Anderson
What organization is Harold Anderson associated with?
Harold Anderson is associated with Parkshore Wealth Management.
What is Harold Anderson’s work email address?
Harold Anderson’s professional email address is h****d@p**************.com. You can also email Harold Anderson by clicking on the contact Harold Anderson.
What is Harold Anderson's phone number?
Harold Anderson's phone number is (916) 797-3007
What is Harold Anderson's title??
Harold Anderson is a Cfp.
What is the position of Harold Anderson in Parkshore Wealth Management?
Harold Anderson is the Cfp at Parkshore Wealth Management.