About Us
At Powering Your Retirement, we help PG&E employees simplify retirement planning, optimize their 401(k) savings, and build a confident financial future.
Who We Serve
At Powering Your Retirement, we help PG&E employees navigate retirement planning, from maximizing your 401(k) and IRA to securing your future with Roth conversions. Whether you’re building savings or planning income strategies, we’re here to keep you on track for a confident, stress-free retirement.
Figuring Out How to Retire
Building your 401(k) and growing your savings? We’ll let you know the exact amount of savings you'll need to retire, when you want to retire—guiding you with your savings to set you up for success in the future.
Ready for Retirement
As you near retirement, it’s crucial to fine-tune your 401(k) and IRA strategies. We’ll help you create a tax-efficient plan to ensure you’re fully prepared for a comfortable retirement.
Making Your Retirement Work
In retirement, it’s vital to optimize your 401(k), IRA, and explore Roth conversions. We’ll help you manage your retirement savings to maximize income and minimize taxes, ensuring a worry-free future.
Daniel Leonard, CFP®
I’m Daniel W. Leonard, CFP®, EA—Dan to my friends.
With over 30 years in the financial industry, I’ve gained extensive experience, from working on the floor of the American Stock Exchange to specializing in PG&E retirement benefits and Kaiser Permanente retirement plans. I’ve helped PG&E employees and retirees navigate their retirement savings, 401(k), and IRA rollovers, and I’m passionate about guiding people toward a secure retirement.
My Credentials:
- Certified Financial Planner™ (CFP®)
- Enrolled Agent (EA) – IRS Designation
- Certified in Long-Term Care (CLTC)
- California Insurance License (0B96376)
I specialize in helping PG&E employees and retirees plan for a comfortable retirement, maximize retirement benefits, and minimize taxes. Let me help you simplify your financial future, from 401(k) management to Roth conversions.
PG&E Employees
At Powering Your Retirement, we specialize in helping PG&E employees maximize their retirement benefits. Whether it’s 401(k) management, pension planning, or Roth conversions, our team provides clear guidance to make the most of your PG&E benefits.
With over 30 years of experience, we simplify complex financial decisions, so you can retire with confidence.
Are You Ready for Retirement?
Book your free, no-strings-attached assessment—a stress-free process where we’ll tell you the exact amount you need to retire, when you want to!
