Daniel Leo, Cfp®

Daniel Leo, Cfp® Email and Phone Number

Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious @ Continuum Consulting Group - Orange County
irvine, california, united states
Daniel Leo, Cfp®'s Location
Irvine, California, United States, United States
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.

Daniel Leo, Cfp®'s Current Company Details
Continuum Consulting Group - Orange County

Continuum Consulting Group - Orange County

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Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious
irvine, california, united states
Website:
continuum-cg.com
Employees:
7
Daniel Leo, Cfp® Work Experience Details
  • Continuum Consulting Group - Orange County
    Retirement Plan Specialist
    Continuum Consulting Group - Orange County Nov 2015 - Present
    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
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  • Nhra - Orange County Affiliate
    Mentorship Chair And Board Member - National Human Resources Association - Orange County
    Nhra - Orange County Affiliate Jul 2019 - Present
    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.
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Daniel Leo, Cfp® Education Details

Frequently Asked Questions about Daniel Leo, Cfp®

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 the current company?

Daniel Leo, Cfp®'s current role is Certified Financial Planner | Retirement Plan Specialist | Board Member at National Human Resources Association OC | Travel Addict | Always Curious.

What schools did Daniel Leo, Cfp® attend?

Daniel Leo, Cfp® attended California State University-Fullerton, Huntington Beach High School.

Who are Daniel Leo, Cfp®'s colleagues?

Daniel Leo, Cfp®'s colleagues are Jonathan D. Launder, Cfp®, Christine Wayne, Christine Turner, Cfp®, Dan Koblin, Crpc, Aif, David Teper, Bill Wood, Cfp®.

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