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.
David N Nissim
David brings 40 years of wealth management experience, backed by a family legacy of over 50 years in the industry. A San Francisco native, he began his career as an investment adviser in the city's Financial District after studying at City College. Now based in Walnut Creek, where he raised his three children, David has been actively involved in his community, including serving as President of the Walnut Creek Pony Baseball League for four years.
Deeply engaged in the Jewish community, he has held the role of Treasurer for Sinai Memorial Chapel for 20 years and is the founder and President of the only Jewish cemetery in the East Bay. David specializes in managing investment portfolios and helping clients and their families define their financial goals and manage risks. In his free time, he enjoys golf and tennis.
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!
