Petra Financial Advisors, Inc.
Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Connie Hancock | CERTIFIED FINANCIAL PLANNER™
In 1998 I started working with Petra as a Portfolio Administrator. Over the years, I discovered that my real interested was in Financial Planning. Helping clients turn their goals into a plan and seeing them achieve those goals is one of the greatest rewards of my career. I seek to listen and understand who you are, then clarify where you want to go. I want to hear your dreams and hopes and then work with you throughout the years to see them come to life. As a seasoned financial planner, I also enjoy my role as a mentor to the other members of the Financial Planning team. In my free time, my husband and I love entertaining, trying out new recipes, but most especially spending time with our grandchildren.
Connie Hancock is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Who We Are
We are a team committed to building lifelong relationships with the individuals and families we are honored to serve.
What We Do
We help families gain financial clarity and order, enabling wise choices for today, tomorrow, and future generations.
We are a catalyst for the transformation of dreams, hopes, goals, and aspirations into tangible planning designed to help each of our clients achieve what matters most to them.
Why We Exist
To honor God, love others, and serve with excellence.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Connie Hancock is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Connie Hancock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Connie Hancock is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Connie Hancock
2 North Cascade
Colorado Springs, CO 80903-1650