About My Practice
Harold C. Anderson, CFP® is the President of Parkshore Wealth Management and has been an advisor 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 B.S. degree 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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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