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
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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