Daniel Leonard
About
Daniel Leonard is a Certified Financial Planner and founder of Powering Your Retirement, providing fiduciary retirement planning for PG&E employees navigating 401(k) and pension decisions. He also founded Marathon Tax Planning, helping clients with tax planning and IRS matters.
His approach is independent and fiduciary, often coordinating with CPAs and estate planners. Ask him about PG&E pension decisions, retirement tax planning, or building a reliable income plan.
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