Daniel Leonard, CFP®
With 30+ years as a retirement specialist, I’ve spent the last decade helping PG&E employees maximize their retirement benefits. I’ve helped over 100 PG&E employees retire smoothly, guiding them through the same paperwork year after year. Whether you’re just starting or nearing retirement, I’m here to help you make the most of your finances.
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.
Keep Reading
Here are some more must-read blogs from this author. Gain tips on retirement benefits, 401(k) management, and much more.
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