Daniel Andersen (CFP®, CTEC)

Additional Information

Daniel Andersen, CFP®, is Co-founder and Senior Advisor at Parkshore Wealth Management, where he helps clients remove financial uncertainty and find confidence in their planning. He takes pride in organizing and simplifying people’s financial lives—so they can focus on what matters most and pursue the future they envision.

Helping others with their finances runs deep in Daniel’s family. He co-founded Parkshore with his father, continuing a tradition that spans four generations—from his grandfather, a banker, to his great-grandfather, a life insurance agent during the Great Depression who once paid clients’ premiums to keep their coverage active. Daniel carries that same spirit of empathy into his work today, especially enjoying relationships with clients who are excited about building their future. For him, financial planning is more than a process—it’s an adventure rooted in purpose and possibility.

Daniel works with clients virtually and in person through Parkshore’s offices in Granite Bay and Folsom, California, and Lehi and Logan, Utah—serving individuals and families across Northern California, Utah, and southeastern Idaho.

He lives in El Dorado Hills, CA, with his wife, Abbi, and their four children. When he’s not meeting with clients, you’ll likely find him outside with his family or backpacking with friends—often in Desolation Wilderness or Point Reyes, two of his favorite spots.