Experience & Background
Daniel Leo is a Partner and Certified Financial Planner™ at Continuum Consulting Group. He works with individuals and families, providing strategic financial planning and investment guidance to support major life decisions and create a clear path toward long-term goals.
Daniel also leads Continuum’s Retirement Plan Services division, where he designs impactful employee financial education programs and advises organizations on fiduciary governance and plan design optimization to strengthen retirement readiness across their workforce.
Planning Philosophy
Daniel believes financial planning is most powerful when it feels simple, collaborative, and aligned with clients’ values. He strives to communicate with clarity and empathy, helping clients turn complex financial decisions into confident, practical financial plans.
Outside the Office
Beyond his advisory work, Daniel serves on the Board of NHRA Orange County, where he leads mentorship initiatives and builds programs that strengthen the local HR and executive community. Outside the office, he enjoys traveling, fitness, and writing music.
Fun Fact
Dan is an avid hiker and recently completed a sunrise summit of Mt. Whitney, one of his favorite adventures to date.