Parkshore Wealth Management
Financial Services • 
Granite Bay, California, United States • 11-20 Employees
Company overview
| Headquarters | 5940 Granite Lake Dr, Granite Bay, California 95746, US |
| Phone number | +13852501830 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Cash Flow Planning, Financial Planning, Tax Planning, Cash Flow Management, Cash Flow Planning And Management |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contacts at Parkshore Wealth Management
Daniel Andersen
Co-Founder And Senior Advisor
Jodi Weight
Director Of Client Experience
Parkshore Wealth Management Email Formats
Parkshore Wealth Management uses 5 email formats. The most common is {first initial} (e.g., j@parkshorewealth.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@parkshorewealth.com | 64.2% |
{first initial}{last name} | jdoe@parkshorewealth.com | 14.3% |
{first name} | john@parkshorewealth.com | 14.3% |
{first name}.{last name} | john.doe@parkshorewealth.com | 7.1% |
About 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.
Parkshore Wealth Management revenue & valuation
| Annual revenue | $14,600,000 |
| Revenue per employee | $1,326,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $46,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Parkshore Wealth Management has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Parkshore Wealth Management has never raised funding before.
Parkshore Wealth Management Tech Stack
Discover the technologies and tools that power Parkshore Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Video players
Australia
Spain
Singapore
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Frequently asked questions
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