 | Harold C Anderson CFP® is President of Parkshore Wealth Management. He has been an advisor to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER® professional, CFP®, and a founding member of the Financial Planning Association of Northern California. Harold earned a BS degree in business management with an emphasis in both financial and estate planning as well as minors in both accounting and economics from Brigham Young University.
Harold believes in developing long-term relationships with professionals and individuals based on honesty and integrity. Harold works with clients to understand their comprehensive needs and objectives. He implements a strategic academic approach using sound financial principles to then achieve a well balanced customized financial plan.
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 | Daniel C Andersen is Vice President of Parkshore Wealth Management. He earned a bachelor’s degree in economics with a minor in business management from Brigham Young University–Idaho. Daniel earned a Certificate in Personal Financial Planning from UC Davis Extension in 2011. Daniel is a registered tax preparer in the state of California with CTEC as well as a California state notary.
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 | Lori Ackerman graduated from the University of California Santa Cruz with a degree in chemistry and worked as a chemist for 10 years. She passed the CFP® exam in May 2009 and is an investment advisor representative. She is passionate about helping clients achieve their financial goals. Lori currently serves on the Sacramento chapter Financial Planning Association as the Education Chair.
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 | John-Thomas Lloyd graduated from Brigham Young University-Idaho with a bachelor’s degree in economics in July of 2011. While a student, John-Thomas worked as an intern at Parkshore Wealth Management and is currently employed full-time. John-Thomas is working toward the CFP® designation. He believes that learning is a lifelong process and always looks for opportunities to expand his knowledge and skills.
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