Tailored Wealth Management
Your choice for Financial Services
Welcome, I’m Dale Hancock, a financial advisor with Cetera Advisors and Indepedent Tax Preparer*. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
I have many years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (714) 595-4010.
*Tax prep services are offered through Legacy Financial. Cetera Advisors LLC does not give legal or tax advice.
We create financial planning strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
In addition to client specific objectives, one of my personal intentions is to help each of my clients build a financial team, or if a financial team exists, then become a contributing member of the existing team. This is a long term process developed over time as we each build familiarity and trust in one another.
I received my Bachelor's Degree in Mathematics from UCLA, my Certificate in Financial Planning in 1991 and my Master of Science Degree from Southern States University in Huntington Beach in 1995. I am married to Laurie Hancock, have two sons - Kevin and Keith (married to Carly) and have two grandsons (Joel and Chase) who all live nearby.
Have a great day and thanks for visiting.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.