Network·Family Office

Parkshore Wealth Management

Unclaimed

📍 GRANITE BAY, CA

Family Officehealthcare
parkshorewealth.com

SEC CRD #801-78573

About

Parkshore Wealth Management | Financial Planner Roseville CA Back Retirement Planning Commercial Construction Industry Kaiser Medical Professionals USU Employees BYU Employees Adobe Employees Qualtrics Employees L3Harris Employees Scroll YOU HAVE THE DREAMS. WE HAVE THE TOOLS. ™ Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT Schedule a Consultation We are here to help you: Gain Clarity Spend Responsibly Make Memories Today Life’s Too Short to Delay Your Dreams It’s hard to understand how all the pieces of your financial puzzle fit together—leaving you unsure about the decisions you need to make. With so much uncertainty about how much you should be saving and spending, you end up putting off your goals for “later.” Imagine how life could be if you didn’t have to defer your dreams until retirement. Schedule a Consultation Give Yourself Permission to Enjoy Your Wealth Together, we build a framework to help you: Make Great Decisions We help you understand how your goals and finances can work together. Create a Sustainable Lifestyle Your financial plan is designed for the long term. Focus on Other Things Than Money We watch the details for you so you can let the worry go. Schedule a Consultation We Understand How Confusing Managing Your Finances Can Be We’ve helped over 1,000 families make the most of their money. All of our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to

Key Contact

DC

DANIEL CHRISTIAN ANDERSEN

CHIEF COMPLIANCE OFFICER

📞 (916) 797-3007

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Geographic Focus

californiautah

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AUM

$518M

Location

GRANITE BAY, CA

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