Byron W. Hancock, CFP®, AIF®

Byron W. Hancock, CFP®, AIF®

Principal

Byron W. Hancock, CFP®, AIF®

Principal

Byron Hancock grew up in Jacksonville and Daytona Beach, Florida and came to San Francisco from New York in 1987.

 

Combining the hospitality skills he learned growing up in the restaurant business with his interest in finance, real estate, and business, in 1986 he left as Vice President of a New York off-premises catering business to become a mortgage broker.

 

After being asked to change a filed tax return to get a final loan approval, he realized he was in the wrong business. After a very short stint in Commodity Options he landed in front of a career counselor who helped him discover that to be successful professionally and emotionally, he just needed to help people solve problems.

 

Byron’s entrance into the financial services business with a life insurance company was the very day of the stock market crash in October 1987. In 1990, along with his mentor he transitioned to another life insurance company, which in 1995 closed their California offices on relatively short notice. Byron Hancock has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991 and being fiercely independent, wanted to expand his horizons.  In 1995 he ‘went independent’, retaining LPL Financial as his Broker/Dealer and securing his first office in the Russ Building in the heart of San Francisco's financial district.   In 2010 Byron earned the AIF® (Accredited Investment Fiduciary) designation and in early 2011, he was pleased to open an additional office in the wine country, which quickly became the main office in the summer of 2012, enabling him to close his San Francisco satellite office in 2016.

 

HANCOCK PARTNERS was formed in 2006 to consolidate several previous entities and expand services available to all clients.

 

Byron’s individual & entity relationships both range from over $20M to under $250K, and with his team employs dynamic value-focused strategies on a fee basis to deliver client-focused solutions.

 

Byron holds a Bachelor of Science from Cornell University (School of Hotel Administration) and Series 7, 24, 63, and 65 securities registrations held with LPL Financial along with the California Life & Health insurance license. He has served in many leadership roles including past President of his 336-unit condominium homeowners’ association in San Francisco’s South Beach, as well as Golden Gate Toastmasters, was a founding member of Fog City BNI as well as Sonoma Success Partners, served 6 years on the Board of  Vintage House in Sonoma, currently serves as President of the Rotary Club of Sonoma Valley, and is a member of the Sonoma Chamber of Commerce, Sonoma Valley Museum of Art, Financial Planning Association of San Francisco, and ProVisors.

 

Now residing full-time in Sonoma with his life partner of 36 years, (and husband of almost 5) Len, and their 2 cats , Byron achieved early his goal of moving to the wine country, now hillside on 5 acres overlooking a winery with a southwest panoramic view of the mountains.   Dream.     Realized.

Phone (707) 996-8100
Fax (877) 268-9344