Advisor Information
Dan Leonard
CFP, CLTC, EA
Managing Member
Firm
Powering Your Retirement
Based In:
California
“I am an independent RIA based in San Ramon, CA. I have CFP®, EA, CDAA™, and CLTC® in addition to the DACFP certification. I am a lifelong learner, which you have to be in these ever-changing times. I am both a physical and virtual advisor, your location is not an issue for me. If you have questions you can always set up a time to talk.”