Insights

Niche client focus Powering Your Retirement targets PG&E employees for retirement planning and 401(k) decisions, presenting an opportunity to upsell ongoing integrated financial planning services beyond basic retirement guidance.

Fiduciary independence As a San Ramon based fiduciary, the firm can leverage trust signals to expand into additional asset management and personalized planning services for employees seeking unbiased, goal-driven advice.

Comprehensive planning Their process coordinates investments, taxes, and estate planning, suggesting potential cross-sell of tax optimization, estate planning products, and insurance solutions to deepen client relationships.

Tech-enabled delivery Utilizes WordPress and common web technologies, indicating potential for scalable digital onboarding, client portals, and automated client education to attract more retirement planning clients.

Revenue scale Current revenue range indicates mid-market potential; sales efforts could target regional financial services partners, referral networks, or platform integrations to accelerate growth and broaden client base.

Powering Your Retirement Tech Stack

Powering Your Retirement uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore Powering Your Retirement's tech stack below.

WordPress

Content Management System

MySQL

Database

oEmbed

Dev Tools

Font Awesome

Font Scripts

Google Fonts API

Font Scripts

imagesLoaded

Javascript Libraries

WordPress Block Editor

Page Builders

jQuery Waypoints

Web Tools And Plugins

Frequently Asked Questions

What is Powering Your Retirement's phone number?

You can contact Powering Your Retirement's main corporate office by phone at

+1-925-726-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Powering Your Retirement's official website and social media links?

Powering Your Retirement's official website is marathonretirementplanning.com and has social profiles on LinkedIn.

How much revenue does Powering Your Retirement generate?

As of September 2026, Powering Your Retirement's annual revenue is estimated to be $1M - $10M.

What is Powering Your Retirement's NAICS code?

Powering Your Retirement's NAICS code is 52 - Finance and Insurance.

How many employees does Powering Your Retirement have currently?

As of September 2026, Powering Your Retirement has approximately 1 employees across 1 continents, including North America. Key team members include Managing Member: D. L. Explore Powering Your Retirement's employee directory with LeadIQ.

What industry does Powering Your Retirement belong to?

Powering Your Retirement operates in the Financial Services industry.

What technology does Powering Your Retirement use?

Powering Your Retirement's tech stack includes WordPress, MySQL, oEmbed, Font Awesome, Google Fonts API, imagesLoaded, WordPress Block Editor and jQuery Waypoints.

When was Powering Your Retirement founded?

Powering Your Retirement was founded in 2021.

Powering Your Retirement

Q: How many employees does Powering Your Retirement have currently?

Powering Your Retirement has approximately 1 employees.

Q: What technology does Powering Your Retirement use?

Powering Your Retirement's tech stack includes Yoast SEO, PHP, Nginx, Facebook, Bluehost.

Q: What is Powering Your Retirement's NAICS code?

Powering Your Retirement's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States0-1 Employees

Powering Your Retirement provides independent, personalized financial guidance for PG&E employees as they navigate retirement planning, 401(k) decisions, and the design of a retirement income plan.

Its approach centers on turning retirement uncertainty into direction and confidence by tailoring advice to each client's goals, values, and lifestyle.

Based in San Ramon, California, the firm operates within the financial services industry and maintains a fiduciary standard.

Its service model emphasizes coordinating investments, taxes, and estate planning while adjusting strategies over time to reflect changing life circumstances.

Insights

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