Daniel P. Leahy

Daniel P. Leahy

| CFP®, CRTP

Pennington Financial Group

Fee Only Financial Planner Located in Gold River, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

11246 Gold Express Drive
Suite 102
Gold River, CA 95670-4425

Daniel Leahy is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Dan Leahy has 16 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 a Certificate in Personal Financial Planning from UC Davis Extension in 2003. He is a CERTIFIED FINANCIAL PLANNERTM CFP® professional and a member of the Financial Planning Associa

tion of Northern California (serving on the Board of Directors for the past 3 years).  Dan is also a CTEC Registered Tax Preparer and has prepared approximately 800 income tax returns for individuals, small businesses, partnerships, and estates over the past four years. He has previously held positions with Barclays Global Investors, Investors Bank & Trust, and Wells Fargo Institutional Trust Company in various areas of Securities Lending, Income Processing, 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.