Daniel Leonard Email & Phone Number
Founder and Certified Financial Planner™ @ Powering Your Retirement
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Daniel Leonard Location
- San Ramon, CA, US
Daniel Leonard Work
- 2021 -now Founder and Certified Financial Planner™ @
- 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 @
- 2008 -2010 Investment Advisor @
- 2005 -2007 Regional Vice President @
- 2004 -2005 Regional Vice President @
- 2001 -2003 Regional Vice President @
- 1998 -2001 Regional Director @ Aetna Financial Svc
Daniel Leonard Education
- Moravian University
Daniel Leonard Skills
- Network Security
- Sales
- Security
- 401k Management
- 401k Rollovers
- IRAs
- Roth IRA
- Retirement Planning
- Monthly Income
- Income Tax
- Tax Preparation
- Tax Returns
- Fiduciary
- Social Security
- Public Speaking
- 401k
- Fiduciary Management
- Exchange Traded Funds
- Investments
- Mutual Funds
- Real Estate Investment Trusts
- Wealth Management
- Investment Strategies
- Portfolio Management
- Investment Advisory
- Financial Services
- Strategic Financial Planning
- Finance
- Equities
- Variable Annuities
- Asset Management
- Securities
- Estate Planning
- Retirement
- Asset Allocation
- Financial Advisory
- Fixed Annuities
- Closed End Funds
- Retirement Savings
- Retirement Income Strategies
Daniel Leonard Summary
- Daniel Leonard, based in San Ramon, CA, US, is currently a Founder and Certified Financial Planner™ at Powering Your Retirement. Daniel Leonard brings experience from previous roles at Marathon Tax Planning, Marathon Retirement Planning, Rice Pontes Capital, Inc. and RBC Dominion Securities. Daniel Leonard holds a Moravian University. With a robust skill set that includes Network Security, Sales, Security, 401k Management, 401k Rollovers and more. Daniel Leonard has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Powering Your Retirement Employees
Daniel Leonard
Founder and Certified Financial Planner™
San Ramon, CA, US
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