You shouldn’t trust your finances and retirement benefits with just anyone...
You need to know the person you work with has the experience, intelligence, and knowledge about your situation.
That said, let me tell you about myself.
I’m Daniel W Leonard, CFP®, EA, CLTC. My friends call me Dan.
I have over 30 years of experience in the financial industry. I worked on the floor of the American Stock Exchange, in the mutual fund and annuity industry, and as a financial planner.
I hold the following credentials:
I hold the following credentials:
- Certified Financial Planner™ – CFP®
- Enrolled Agent (designation granted by the IRS) – EA
- Certification in Long Term Care – CLTC
- California Insurance License (0B96376)
I work in many commercial sectors and continue to learn about the ever-changing financial markets.
Since 2012, PG&E and Kaiser Permanente employees and retirees have trusted me to help them simplify their futures. I’ve become an expert in the retirement benefits offered to those who work (or worked) at Pacific Gas & Electric and Kaiser Permanente.
I want to help you understand the retirement process from PG&E and Kaiser Permanente to make sure you maximize your benefits.
I’ve seen too many good folks struggle in their golden years due to a lack of planning. That doesn’t need to happen to you.
It’s never too early or too late. I’m honored to help you plan for the future.
I say all this not to brag but so you know I’m equipped to support you.
David N. Nissim
INVESTMENT MANAGER
David is a veteran of 40 years in wealth management and investments
and comes with a family legacy of over 50 years in that very same
industry. A native of San Francisco, David began his higher education at
City College and started his career in the San Francisco Financial District
as an investment adviser. Shortly thereafter he was married and
moved to Walnut Creek where he raised his three children. David has
been very involved in the community over the years and served as the
President of the Walnut Creek Pony Baseball league for four years.
Continuing to be involved in the Jewish community, David serves as
Treasurer for Sinai Memorial Chapel in San Francisco holding that
position for the 20 years. A founder and President of the only Jewish
cemetery in the East Bay, David continues to carry on the family legacy.
Specializing in managing investment portfolios and working closely with
clients and their families to uncover their goals and investment risks,
David can bring understanding and certainty when it matters. In his
free time David is an avid golf and tennis player.
and comes with a family legacy of over 50 years in that very same
industry. A native of San Francisco, David began his higher education at
City College and started his career in the San Francisco Financial District
as an investment adviser. Shortly thereafter he was married and
moved to Walnut Creek where he raised his three children. David has
been very involved in the community over the years and served as the
President of the Walnut Creek Pony Baseball league for four years.
Continuing to be involved in the Jewish community, David serves as
Treasurer for Sinai Memorial Chapel in San Francisco holding that
position for the 20 years. A founder and President of the only Jewish
cemetery in the East Bay, David continues to carry on the family legacy.
Specializing in managing investment portfolios and working closely with
clients and their families to uncover their goals and investment risks,
David can bring understanding and certainty when it matters. In his
free time David is an avid golf and tennis player.
