At Parkshore Wealth Management, we have been serving financially responsible families and individuals since 2008. Based in Roseville, CA, our Registered Investment Advisory firm provides wealth management services throughout the metropolitan Sacramento area, including Roseville, Lincoln, Rocklin, Auburn, Loomis, Granite Bay, Sacramento, Folsom, El Dorado Hills, and Fair Oaks.

We believe that you are best served when your financial advisor puts your interests ahead of their own. That is why our professional designations include the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The CFP® mark is one of the few certifications that require advisors to maintain a fiduciary obligation to all clients at all times.

The CFP® designation is also widely known for its rigorous requirements in education and experience and its emphasis on comprehensive financial planning. Your financial goals aren’t limited to your investment portfolio, and we believe your planning should address all the areas of your financial life.

Schedule a Discovery Call with One of Our CFP® Professionals

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