About Powering Your Retirement
We're a firm based in San Ramon helping PG&E employees with their pension, 401(k), Roth conversions and taxes, so they can retire the way they want.
We Serve PG&E Employees Who Are...
We help PG&E employees at every stage of retirement, from growing a 401(k) and choosing a pension option to IRA rollovers and Roth conversions that lower taxes. Wherever you are, we'll keep your plan on track.
Building Your 401(k) & Pension
You're growing your 401(k) and earning years of service toward your PG&E pension. We'll show you how much you need to retire on your own timeline, and actively manage your 401(k) to help get you there.
Getting Ready to Retire From PG&E
Your last few years are when the biggest decisions land. We'll help you choose your pension option, plan your 401(k) rollover and build a tax-efficient plan so you're prepared for your last day.
Retired & Making Their Savings Last
You need your income to last for your whole retirement. We'll manage your IRA and investments, plan withdrawals and RMDs, and use Roth conversions to help lower your taxes and stretch your savings.
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.
Built for PG&E Employees & Retirees
We help PG&E employees maximize their retirement benefits. Whether it’s 401(k) management, pension planning, or Roth conversions, our team provides guidance to make the most of your benefits.
Based in San Ramon, with over 30 years of experience, we help you retire with the life you want.