Who We Are
I am a Certified Financial Planner®. I have taken a Fiduciary Oath to act in my client’s best interest. I have over 25 years experience in the Financial Industry. Know More
What We Do
I want to be your Chief Financial Officer (CFO). You are the Chief Executive Officer (CEO) for you and your family. My job is to provide realistic advice to help you be successful in obtaining your goals. Know More
Who We Help
My primary focus is on providing 401(k) Management and Retirement Planning for the employees of PG&E and AT&T, as well as, their families, friends, and referrals. We are available to work with anyone. Know More

Thank you for visiting Marathon Retirement Planning. My goal is to provide realistic and intentional advice to our clients, so they can focus on the issues they are passionate about in their daily life. Thinking of it like cooking a meal, you choose what recipe you want us to prepare, we then go out and do the shopping and find the best ingredients and cook your meal. If we find better ingredients we make those adjustments for you, but we will never change the recipe without talking to you about it first.

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Webinar: Is Your 401(ok)?

Marathon Retirement Planning has teamed up with Retirement Management Systems to offer you a short webinar presenting “10 Steps: A Guide For Managing Your 401(k).” Join us to learn more about howRead More...
By : Dan Leonard | Mar 2, 2017
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PG&E Meet-up in San Ramon

PG&E: Need help with your 401(k), BrokerageLink, or your Pension options? I will be at Firehouse No. 37 in San Ramon from 5:00 pm to 6:30 pm on Tuesday, October 25, 2016. ThisRead More...
By : Dan Leonard | Oct 6, 2016
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If you are in your 40’s, how do you know if you are on track?

Here is a great little article, I got quoted in. According to a 2013 study by the National Institute on Retirement Security, the average household headed by someone nearing retirement age hasRead More...
By : Dan Leonard | Sep 13, 2016