Daniel P. Leahy,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel P. Leahy, CFP®

Journey Advisory Group

11246 Gold Express Dr, Suite 102
Gold River, CA 95670-4425
(916) 635-5858

General

Daniel Leahy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Journey Advisory Group in Gold River, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTEC Registered Tax Preparer

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes

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