# POWERING YOUR RETIREMENT

POWERING YOUR RETIREMENT is an other based in San Ramon.

## Overview

- **Organization type:** other
- **Headquarters:** San Ramon
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://poweringyourretirement.com
- **LinkedIn:** https://www.linkedin.com/company/poweringyourretirement

## Regulatory record

- **CRD number:** 314812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314812

## About

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.

## Sectors

- PG&E employees and retirees

## People

- Daniel W. Leonard — CFP®, EA
- Daniel Leonard — CFP®

## 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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Last updated: 2026-08-11T15:07:49.000Z

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