Byron Hancock
In 1991, he became a Certified Financial Planner™ and in 1995 went independent, retaining LPL Financial as his Broker/Dealer and opening an office on Montgomery Street in San Francisco. In 2010, Byron earned the AIF® (Accredited Investment Fiduciary) designation, and in early 2011 he opened his office in the Wine Country.
HANCOCK PARTNERS was formed in 2006. Today, Byron's services include individual wealth management, financial planning, and retirement and employee benefits programs for small businesses.
Utilizing various service models and platforms, along with a virtual team of specialized associates, the dedicated staff at HANCOCK PARTNERS is committed to delivering dynamic, value-focused strategies with client-centered solutions and service for individuals, families and small businesses of all sizes.
Byron holds a Bachelor of Science from the School of Hotel Administration at Cornell University and Series 7, 24, 63, and 65 securities registrations held with LPL Financial where he is an Investment Advisor Representative (IAR). He also holds an active California Life & Health insurance license.
Outside of the office, Byron is an active member and Past-President of the Rotary Club of Sonoma Valley where he spearheaded the introduction of Junior Achievement into the local school system, the Sonoma Valley Chamber of Commerce, the Sonoma Valley Museum of Art, the Financial Planning Association of San Francisco, ProVisors, and previously served six years on the Board of Vintage House.
Byron always longed to move to the wine country, and today lives in Sonoma with his husband, Len, and their two cats hillside overlooking the vineyards. Byron feels grateful to have been given the chance to realize his dreams and would love to help you realize yours.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
1995
CA 0736452
LPL FINANCIAL LLC
CA, AZ, WA, OR, NY, NJ, MD, VA, FL, GA
Coachella Valley CA, Sonoma Valley CA, New York Metro, Washington DC Metro, Seattle Metro
26
Businesses, Individual Investors
Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity
Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Yes
Our Office, Email, Video Conference
Fee-Based
$500,000
Based on Assets
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
