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

How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

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 30,000+ Clients²

years in business $30 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Dan Leahy

Latest Insights

Helpful Tips

About Allworth