Daniel Leonard's Email & Phone Number
✅Specializing in helping PG&E employees make sense of retirement ✅Manages 401(k) accounts while you are working ✅ Creating Retirement Income Plans for retirees ✅Educates & Assists w/ Digital Asset In
Daniel Leonard Email Addresses
Daniel Leonard's Work Experience
Marathon Tax Planning
Founder, Enrolled Agent, Certified Financial Planner™
March 2016 to Present
Powering Your Retirement
Managing Member
September 2021 to Present
Marathon Retirement Planning
President, CFP®, EA, CLTC
January 2016 to September 2021
Rice Pontes Capital, Inc.
Certified Financial Planner®, CASL®, Certified in Social Security Claiming Strategies
July 2012 to January 2016
Canaccord Genuity Wealth Management (Canada)
Investment Advisor
July 2008 to March 2010
Genworth Financial
Regional Vice President
January 2004 to May 2005
Aetna Financial Svc
Regional Director
September 1998 to February 2001
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Frequently Asked Questions about Daniel Leonard
What is Daniel W Leonard email address?
Email Daniel W Leonard at [email protected], [email protected] and [email protected]. This email is the most updated Daniel W Leonard's email found in 2024.
What is Daniel W Leonard phone number?
Daniel W Leonard phone number is +1.9259979410 and 925-726-4015.
How to contact Daniel W Leonard?
To contact Daniel W Leonard send an email to [email protected], [email protected] or [email protected]. If you want to call Daniel W Leonard try calling on +1.9259979410 and 925-726-4015.
What company does Daniel Leonard work for?
Daniel Leonard works for Marathon Tax Planning
What is Daniel Leonard's role at Marathon Tax Planning?
Daniel Leonard is Founder, Enrolled Agent, Certified Financial Planner™
What industry does Daniel Leonard work in?
Daniel Leonard works in the Financial Services industry.
Daniel Leonard's Professional Skills Radar Chart
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Daniel Leonard's Estimated Salary Range
Daniel Leonard Email Addresses
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Daniel Leonard's Ranking
Ranked #1,033 out of 20,660 for Founder, Enrolled Agent, Certified Financial Planner™ in California
Daniel Leonard's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Daniel Leonard's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 74% chance that Daniel Leonard is seeking for new opportunities
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Daniel Leonard's Social Media Links
/in/danielwleonard /company/marathonrp /school/moravian-college/