Daniel W. Leonard, CFP
Rice Pontes Capital, Inc.
Financial Planner in San Ramon, CA
Address:2001 Crow Canyon Rd, Ste 150
San Ramon, CA 94583
About Daniel W. Leonard
Daniel Leonard is a financial professional at Rice Pontes Capital, Inc. located in San Ramon, California. Daniel Leonard holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Daniel Leonard provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Daniel Leonard2001 Crow Canyon Rd, Ste 150
San Ramon, CA 94583
Phone Number:
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Website:
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