Dan Leonard is a Certified Financial Planner™ and an Enrolled Agent. A Hudson Valley, NY native, Dan has made California home since 1996 (with a short stint living in Victoria, B.C.). As a retirement specialist, Dan has helped hundreds of people navigate through the process. He’s well-versed in social security benefits, pensions, and all things IRA and 401K related. As an Enrolled Agent and Financial Planner, he is licensed to offer both tax and financial guidance. If you are interested in learning about his investment firm Powering Your Retirement, click here.
Designations held:
Certified Financial Planner™ – CFP®
Certified Social Security Claiming Strategist – CSSCS
Enrolled Agent – EA
Long-Term Care Certification – CLTC