Daniel Leonard
Founder & Certified Financial Planner™, Powering Your Retirement·✅ Retirement Planner | Helping PG&E Employees Turn 401(k) Savings into Reliable Retirement Income → so you can focus on your Days, not your Dollars
About
I'm Daniel, a CFP and founder of Powering Your Retirement, where I specialize in helping PG&E employees convert their 401(k) savings into a clear retirement income plan. I take a fiduciary, independent approach and coordinate with CPAs and estate planners when needed. I am also invovled with Marathon Tax Planning, where my partner can handle tax preparation, planning, and IRS representation, so the tax and retirement sides of a client's financial life actually work together. Ask me about PG&E 401(k) planning, retirement income strategies, Roth conversions, and tax planning for retirement.
Ask me about
By using this service, you agree to the Terms of Service and Privacy Policy.