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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- Matrix optima
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
About Powering Your Retirement
Powering Your Retirement is a California-based RIA focused exclusively on PG&E employees and retirees, helping them optimize PG&E benefits, 401(k)s, pensions, and IRA rollovers. The team emphasizes retirement tax strategy (RMD planning and Roth conversions) alongside ongoing portfolio management, including ETF and mutual fund usage. Led by CFP® retirement specialist Daniel Leonard with 30+ years in the field.
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Owner & Executives
DANIEL WHITBY LEONARD
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2055289
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,334,386 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,334,386 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,334,386
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,980,589,384 | 46.5% |
| Equity - Exchange | $1,698,615,455 | 26.5% |
| Cash | $929,431,098 | 14.5% |
| Municipal Bonds | $801,233,706 | 12.5% |
| Total | $6,409,869,643 | 100.0% |