What I Do And How I Can Help

We all know that managing our finances well should be a top priority. After all, money influences almost every decision we make and dictates our quality of life. Here’s the problem: understanding every aspect of personal finance and applying it to your life can be daunting. From investments to retirement to insurance (and don’t forget taxes), the decisions you face are likely to overwhelm. 

That’s where I come in. My job is to use the tools, experience, and knowledge I have amassed over the past three decades to take the mystery out of financial management and help you reach your financial goals.

What I Do

In a nutshell, my goal is to become your primary financial advisor. Not just someone who invests your money and checks in with you once a year, but someone who helps you uncover your values and goals and works with you to create a financial plan that fits your life and puts you on the path to financial independence. 

As an independent financial advisor, I put you at the center of all I do. With no hidden conflicts of interest or quotes to fill, I act as your advocate, putting you first and doing all I can to help you realize your ideal financial future. 

How I Work

There is no one-size-fits-all solution to financial problems. That’s why I personalize every plan and interaction from execution to follow-up, giving my clients my undivided attention and developing strategies to address your financial goals and objectives, using the most efficient methods available. We take a proactive approach to helping you navigate challenges and support you as you pursue a meaningful and purpose-driven financial future. 

Who I Serve

While I serve a diverse range of clients who vary in age and vocation, they share a few things in common. They’ve all worked hard for their wealth, are busy in their careers, and desire a financial advisor who can help them manage their wealth, keep them on track with their financial plan, and provide ongoing guidance as they face important financial decisions.

My clients put a lot of trust in me, and I don’t take this responsibility lightly. I believe my clients deserve honest and straightforward advice and service and strategies that meet their needs. My clients express that they enjoy working with me because of my analytical, down-to-earth style and my tax background that enhances their financial planning decisions. 

Ready For The Next Step?

Whether you have significant assets to manage or if you are just starting to accumulate wealth, you need a financial foundation that sets you up for success. If you are ready to partner with someone who is passionate about helping you pursue the financial future you’ve only dreamed about, schedule an appointment today by calling me at (714) 595-4010.

About Dale

Dale Hancock is an Investment Advisor Representative with Cetera Advisors LLC and an independent tax preparer with over 20 years in the financial industry. Dale received his bachelor’s degree in math at UCLA and a master’s degree with a certificate in financial planning from Southern States University. He is passionate about helping his clients create comprehensive financial plans to take care of their needs both today and in the future. When he’s not working, Dale enjoys reading, exercising (especially hiking), watching the Lakers and UCLA football games, and spending time with his grandsons. To learn more about Dale, connect with him on LinkedIn or visit www.dalerhancock.com.