Daniel Leo, Cfp®
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Daniel Leo, Cfp® Email & Phone Number

Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious at Continuum Consulting Group - Orange County
Location: Irvine, California, United States 2 work roles 2 schools
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Role
Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious
Location
Irvine, California, United States
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Who is Daniel Leo, Cfp®? Overview

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Quick answer

Daniel Leo, Cfp® is listed as Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious at Continuum Consulting Group - Orange County, a with 7 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Leo, Cfp®.

Daniel Leo, Cfp® previously worked as Retirement Plan Specialist at Continuum Consulting Group - Orange County and Mentorship Chair and Board Member - National Human Resources Association - Orange County at Nhra - Orange County Affiliate. Daniel Leo, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University-Fullerton.

Company email context

Email format at Continuum Consulting Group - Orange County

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Continuum Consulting Group - Orange County

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Profile bio

About Daniel Leo, Cfp®

Daniel Leo, Cfp® is a Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious at Continuum Consulting Group - Orange County.

Current workplace

Daniel Leo, Cfp®'s current company

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Continuum Consulting Group - Orange County
Continuum Consulting Group - Orange County
Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious
irvine, california, united states
Employees
7
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2 roles

Daniel Leo, Cfp® work experience

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Retirement Plan Specialist

Current

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CA Insurance License #0H68596

Nov 2015 - Present

Mentorship Chair And Board Member - National Human Resources Association - Orange County

Current

Orange County, California, United States

The National Human Resources Association (NHRA) is focused on advancing the individual career development, planning and leadership of human resource (HR) professionals. Through professional networking programs and development services offered across the country, we strive to support human resource professionals throughout their career life cycle – from intern to executive – as Human Resources leads the way for change in today’s businesses.

Jul 2019 - Present
Team & coworkers

Colleagues at Continuum Consulting Group - Orange County

Other employees you can reach at continuum-cg.com. View company contacts for 7 employees →

2 education records

Daniel Leo, Cfp® education

Education record

Huntington Beach High School
FAQ

Frequently asked questions about Daniel Leo, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Leo, Cfp® work for?

Daniel Leo, Cfp® works for Continuum Consulting Group - Orange County.

What is Daniel Leo, Cfp®'s role at Continuum Consulting Group - Orange County?

Daniel Leo, Cfp® is listed as Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious at Continuum Consulting Group - Orange County.

Where is Daniel Leo, Cfp® based?

Daniel Leo, Cfp® is based in Irvine, California, United States while working with Continuum Consulting Group - Orange County.

What companies has Daniel Leo, Cfp® worked for?

Daniel Leo, Cfp® has worked for Continuum Consulting Group - Orange County and Nhra - Orange County Affiliate.

Who are Daniel Leo, Cfp®'s colleagues at Continuum Consulting Group - Orange County?

Daniel Leo, Cfp®'s colleagues at Continuum Consulting Group - Orange County include David Teper, Jonathan D. Launder, Cfp®, Christine Wayne, Dan Koblin, Crpc, Aif, and Christine Turner, Cfp®.

How can I contact Daniel Leo, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Leo, Cfp® at Continuum Consulting Group - Orange County, including work email, phone, and LinkedIn data when available.

What schools did Daniel Leo, Cfp® attend?

Daniel Leo, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University-Fullerton.

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