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POWERING YOUR RETIREMENT
Powering Your Retirement is a boutique financial planning firm dedicated to helping PG&E employees and retirees build a confident, tax-efficient path to...
Overview
Powering Your Retirement is a boutique financial planning firm dedicated to helping PG&E employees and retirees build a confident, tax-efficient path to retirement. It focuses on 401(k) optimization, IRA rollovers, pension planning, Roth conversions, and long-term income strategies. The firm serves PG&E employees at every stage of the retirement journey and offers a complimentary retirement assessment.
General information
Location
Region
North America
City
San Ramon
Principals
Daniel W. Leonard
CFP®, EA
Daniel Leonard
CFP®
Sector focus
Frequently asked questions
How can I verify the legitimacy of POWERING YOUR RETIREMENT?
Given the lack of public data, potential counterparties should request direct documentation, such as SEC filings, audited financials, or formal firm registration materials, before any engagement.
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