Dan Leonard is an independent Financial Planner serving Danville, San Ramon and all surrounding areas. Powering Your Retirement specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Leonard is a CERTIFIED FINANCIAL PLANNERβ’ Professional. Marathon Retirement Planning provides 401(k) management and financial planning to PG&E, Kaiser Permanente, and AT&T employees, their families, friends, and referrals.
I also am an Enrolled Agent and can help with tax preparation. Through Marathon Tax Planning.
Our phone number is (925) 726-401k (4015)