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Daniel W. Leonard, CFP®, CASL®

401(k) advice & retirement planning for PG&E and AT&T employees, their families, friends & referrals

Marathon Retirement Planning, Inc.

Danville

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Marathon Retirement Planning, Inc. 2 years, 6 months Jan 2016 - Present
Marathon Retirement Planning, Inc. 2 years, 9 months Oct 2015 - Present
Insight Capital Management 5 years, 7 months Dec 2012 - Present
Rice Pontes Capital, Inc. 3 years, 6 months Jul 2012 - Jan 2016
Dominion Securities 2 years, 3 months Apr 2010 - Jul 2012
Canaccord Capital Corporation USA Inc. 1 year, 3 months Jan 2009 - Apr 2010
Canaccord Capital Corporation 1 year, 9 months Jul 2008 - Apr 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Advisor for Senior Living
    Designation
    Chartered Advisor for Senior Living
    Designees are knowledgeable of the unique needs of older clients including the financial, psychological, and sociological issues surrounding the senior community.

Articles and Answers

Insights by Daniel Leonard

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jul 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Marathon Retirement Planning, Inc.

Last updated on March 30, 2017
    • $38.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 192
      Accounts
    • $197.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements