Parkshore Wealth Management
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With our main office in Granite Bay, CA and satellite offices in Folsom, CA Lehi, UT, and Logan, UT, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
362
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- EM
Erik M. Anderson
Operations Associate, Lead Tax Preparer, Jr Trader · Operations
EmailPhone - JL
John-Thomas Lloyd
Financial Professional · Finance & Accounting
EmailPhone - DA
Daniel Andersen
Co-founder and Senior Advisor · General Business & Management
EmailPhone - HA
Harold Anderson
President · General Business & Management
EmailPhone - JW
Jodi W.
Director of Client Experience · Customer/Client Service
EmailPhone - JW
Jodi Weight
Director of Client Experience · Customer/Client Service
EmailPhone - PL
Pamela Liggett
Operations Manager · Operations
EmailPhone - DW
Dillon Wilkinson
Financial Planning Intern · Finance & Accounting
EmailPhone - ST
Sam Taylor
Intern · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Parkshore Wealth Management
12 distinct titles indexed · top 10 shown.
- 2director of client experience
- 1associate advisor
- 1co-founder and senior advisor
- 1dining room busser and dishwasher
- 1financial planning intern
- 1financial professional
- 1intern
- 1operations associate, lead tax preparer, jr trader
- 1operations manager
- 1paraplanner
- +2more titles
Sign up to unlock all 13 contacts at Parkshore Wealth Management
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