DANIEL C. ANDERSEN, CFP®
SENIOR ADVISOR
Every day, Daniel comes to the office with one important objective: to put clients first. As a Financial Advisor and Vice President, he loves helping people find the potential within their unique circumstances. Ultimately, his goal is to help them both maintain and grow their resources while achieving their goals.
Daniel takes great pleasure in being part of a process that helps clients see how they can prioritize and attain their goals. He especially enjoys working with people who are enthusiastic about their future. That enthusiasm, he has found, makes the financial planning process an exciting adventure.
Daniel splits his time between El Dorado Hills, CA and Cache Valley, UT with his wife and four children. Outside of work, he enjoys spending time outdoors with his family and animals.
Education and Certifications
B.S. in economics, minor in business management, Brigham Young University-Idaho
Personal financial planning certificate, UC Davis Extension
CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Planner Board of Standards Inc.
Registered tax preparer, California Tax Education Council
Board and Committee Memberships
Financial Planning Association of Northern California, including as treasurer, president, and chairman
FPA NorCal Conference Committee, including as chairman in 2019–2020
Contact Daniel
Email: daniel@parkshorewealth.com