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
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No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
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