Daniel Leahy (CFP®, CRTP)

Daniel Leahy focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Dan Leahy has 20 years of experience in the financial services industry. He graduated with a Bachelor of Science degree in Business Administration (Finance) from CSU Sacramento in 1992 and earned his Certificate in Personal Financial Planning from UC Davis Extension in 2003.
 
He is a CERTIFIED FINANCIAL PLANNER™ CFP® professional and a member of the Financial Planning Association of Northern California (serving on the Board of Directors for 5 years). Dan is also a CTEC Registered Tax Preparer and has prepared  over 1,200 income tax returns for individuals, small businesses, partnerships, and estates over the past nine years.
 

Additional Information

He has previously held positions with Barclays Global Investors, Investors Bank & Trust, and Wells Fargo Institutional Trust Company in various areas of Securities Lending, Corporate Actions, and Cash Reconciliation from 1992 to 2003. Dan originally joined Pennington Financial Group in July 2003 with the primary role of researching, analyzing, and preparing financial plans for the firm’s clients. He is an Investment Advisor Representative with Pennington Financial Group, an SEC Registered Investment Advisor.

NAPFA Start Date

August 12, 2009

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This Office

11246 Gold Express Dr Ste 102 Gold River, CA 95670-4425 Phone: (916) 635-5858 Fax: (916) 635-1331