Trusted Financial Advisor

Mr Daniel W Leonard CFP

Mr Daniel W Leonard CFP

Marathon Retirement Planning, Inc.

18 Crow Canyon Court Ste 240, San Ramon, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$25,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor