Dan Leahy

Financial Advisor

CFP^®

United States Air Force veteran Dan Leahy is an advisor in Allworth’s Folsom, California, office. A native of Sacramento, Dan has more than 20 years of experience in the advisory sector. A student of all things related to finance, his specialties include retirement planning, tax preparation, investing, and estate planning. A CERTIFIED FINANCIAL PLANNER^® professional, Dan earned a bachelor’s degree in Business Administration (emphasis in Finance) from California State University Sacramento and earned the Certificate in Personal Financial Planning from UC Davis Extension. When he’s not helping clients identify and reach their financial and retirement goals, Dan enjoys spending time with his wife, Stephanie, and their two children.

Latest Insights

See more insights

The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Dan Leahy

Latest Insights

Helpful Tips

About Allworth