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PYR Press Kit
A media resource featuring company and leadership information for Powering Your Retirement.
Daniel W. Leonard, CFP®, EA's Bio
Daniel W. Leonard is a seasoned financial professional with more than 30 years of experience in the financial industry. His career spans from the floor of the American Stock Exchange to a focused specialization in retirement planning for PG&E employees and retirees, as well as participants in Kaiser Permanente retirement plans.
Known to his clients as Dan, Leonard holds a distinguished set of credentials—including the Certified Financial Planner™ (CFP®) designation, Enrolled Agent (EA) status granted by the IRS, Certified in Long-Term Care (CLTC) certification, and a California Insurance License (0B96376). This breadth of expertise allows him to offer comprehensive, integrated guidance across financial planning, tax strategy, and insurance.
Leonard's practice centers on helping PG&E employees and retirees navigate the complexities of retirement—from 401(k) management and IRA rollovers to Roth conversions and long-term care planning. He is particularly committed to helping clients maximize their retirement benefits while minimizing their tax burden.
Powering Your Retirement Bio
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. With a singular focus on the unique needs of utility industry workers, the firm brings deep expertise in 401(k) optimization, IRA rollovers, pension planning, Roth conversions, and long-term income strategies.
Founded by Daniel W. Leonard, CFP®, EA, the firm is built on a straightforward mission: simplify complex financial decisions, maximize retirement benefits, and minimize the tax burden — so clients can retire on their terms, with confidence and clarity.
Powering Your Retirement serves PG&E employees at every stage of the retirement journey, whether they are just beginning to grow their savings, fine-tuning their strategy as retirement approaches, or managing income and investments well into retirement.
The firm is based in the San Francisco Bay Area and offers a complimentary, no-obligation retirement assessment for prospective clients.
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