Daniel Leonard, financial advisor San Ramon CA

Daniel Leonard

CRD Number: 2055289
Current Firm: Powering Your Retirement

Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry. Daniel Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Powering Your Retirement, LLC San Ramon, CA May 2021 - Current 2
Marathon Retirement Planning, Inc. Danville, CA Jan 2016 - Current 8
Insight Capital Management San Ramon, CA Dec 2012 - Jan 2016 3
Rice Pontes Capital, Inc. San Ramon, CA Jul 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
Contact Info for Daniel W. Leonard
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $344,350
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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