Daniel Leonard Email & Phone Number
Founder, Enrolled Agent, Certified Financial Planner™ @ Marathon Tax Planning
Daniel Leonard Location
San Ramon, CA, US
Daniel Leonard Work
- 2021 - now Managing Member @ Powering Your Retirement
- 2016 - now Founder, Enrolled Agent, Certified Financial Planner™ @ Marathon Tax Planning
- 2016 - 2021 President, CFP®, EA, CLTC @ Marathon Retirement Planning
- 2012 - 2016 Certified Financial Planner®, CASL®, Certified in Social Security Claiming Strategies @ Rice Pontes Capital, Inc.
- 2010 - 2012 Associate Advisor @ RBC Dominion Securities
- 2008 - 2010 Investment Advisor @ CG Wealth Management Canada
- 2005 - 2007 Regional Vice President @ Constellation Insurance, Inc.
- 2004 - 2005 Regional Vice President @ Genworth
- 2001 - 2003 Regional Vice President @ Pacific Life
- 1998 - 2001 Regional Director @ Aetna Financial Svc
Daniel Leonard Education
- Moravian University
Bachelor’s Degree (Managment)
Daniel Leonard Skills
- Network Security
- Sales
- Security
- 401k Management
- 401k Rollovers
- IRAs
- Roth IRA
- Retirement Planning
- Monthly Income
- Income Tax
Daniel Leonard Summary
Daniel Leonard, based in San Ramon, CA, US, is currently a Founder, Enrolled Agent, Certified Financial Planner™ at Marathon Tax Planning. Daniel Leonard brings experience from previous roles at Powering Your Retirement, Marathon Retirement Planning, Rice Pontes Capital, Inc. and RBC Dominion Securities. Daniel Leonard holds a Bachelor’s Degree in Managment @ Moravian University. With a robust skill set that includes Network Security, Sales, Security, 401k Management, 401k Rollovers and more. Daniel Leonard has 2 emails and 1 mobile phone numbers on RocketReach.
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