Palm Springs Office

777 E Tahquitz Canyon Way,

Suite 200-58
Palm Springs, CA 92262

Founder Story: Why I Started Hancock Partners Wealth Strategies

  Why I Chose a Career in Financial Planning: The Experiences That Shaped My Approach

What inspires someone to become a financial advisor? In this personal video, I share the experiences, values, and life lessons that influenced my decision to enter the financial planning profession. I share how those experiences continue to shape the way I work with clients today, focusing on guidance, education, and helping individuals and families make informed financial decisions. Watch to learn more about my journey and the philosophy behind my approach to financial planning.