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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Andersen is a financial advisor at Parkshore Wealth Management. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of California and Texas. Daniel has been in the financial services industry since 2008. Parkshore Wealth Management is an independent registered investment advisor firm that specializes in providing financial planning, investment management, and retirement planning services. The firm serves individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
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CA
07/31/2017 - Present
Parkshore Wealth Management (GRANITE BAY CA)
Active
Inactive
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