Marathon Retirement Planning
Marathon Retirement Planning (CRD# 281900) is a financial advisory firm headquartered in San Ramon, CA. They manage $38,000,000 in 192 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts192ACCOUNTS
Average Account Value$197,917
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Marathon Retirement Planning in San Ramon, CA and has over 5 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.
Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in San Ramon, CA and has over 23 years of experience in the finance industry.