Daniel Andersen has been President/Chief Executive Officer/Chief Compliance Officer of Parkshore Wealth Management since October 2025, is a control person of the firm and directly owns between 5% and 10% of it. Daniel Andersen holds a Degree in Economics from BYU-Idaho.
Parkshore Wealth Management is a Granite Bay, CA firm with $518M under management, 528 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Daniel Andersen is President and Senior Advisor of Parkshore Wealth Management. He works with individuals and couples on financial planning, investment management, tax strategy and cash flow optimization. He began his career with a tax internship in 2005, earned a degree in economics from BYU-Idaho in 2007, co-founded Parkshore Wealth Management and earned his CERTIFIED FINANCIAL PLANNER® designation in 2012.
- Parkshore Wealth ManagementCurrent– present · 14 yearsGranite Bay, CA · Adviser representative · Firm CRD 148052
Professional designations
Listed by Parkshore Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Andersen is registered as an investment adviser representative in 2 states. The first approvals date from May 2012; the most recent is Texas, in July 2017.
- CaliforniaSince 30 May 2012
- TexasSince 31 July 2017
Examinations
No examinations are on Daniel Andersen’s record.
- Full name
- Daniel Christian Andersen
- CRD
- 5826910
- Firm
- Parkshore Wealth Management · CRD 148052
- Role
- President/Chief Executive Officer/Chief Compliance Officer
- Office
- 5940 GRANITE LAKE DRIVE, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parkshorewealth.com
Where does Daniel Andersen work?
Daniel Andersen has been President/Chief Executive Officer/Chief Compliance Officer of Parkshore Wealth Management since October 2025, and is a control person of the firm.
Is Daniel Andersen a financial advisor?
Yes. Daniel Andersen has a current investment-adviser registration in California and Texas, through Parkshore Wealth Management since May 2012.
How many years of experience does Daniel Andersen have?
Daniel Andersen has 14 years in the financial industry, since May 2012, across 1 adviser firm.
Where is Daniel Andersen based?
Daniel Andersen’s registered office is in Granite Bay, CA.
Is Daniel Andersen registered with FINRA?
No. Daniel Andersen has no current broker registration.
Is Daniel Andersen a CFP?
Parkshore Wealth Management lists Daniel Andersen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: DANIEL ANDERSEN, CFP® biography, parkshorewealth.com
How can I verify Daniel Andersen’s record?
Search CRD 5826910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Andersen’s full registration record.