Don Hance Jr.
CFP®, EA
LifeSighted
Financial Advisor
Don Hance Jr.
CFP®, EA
LifeSighted
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Don Hance Jr., CFP®, EA
Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country
Don Hance Jr. is a Pacific Palisades, CA fee-only financial planner. LifeSighted provides comprehensive financial planning, investment management, and tax preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Don Hance Jr. is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Don Hance Jr. is a CERTIFIED FINANCIAL PLANNER™, an IRS Enrolled Agent, and the founder of LifeSighted, a fiduciary financial planning and tax prep company focused on helping clients simplify their finances so they can focus on living a life that they love.
Before starting LifeSighted in 2017, Don spent several years working at a firm with a diverse set of retired, high net worth clients. Through the conversations he had with clients during that time, he learned a great deal about their histories, including how they built and maintained their wealth. Among the trends that stood out the most through those conversations is that many clients wished they had spent more time enjoying the journey of life, rather than pushing off their dreams until retirement. Wanting to make sure that my generation did not fall prey to the same regrets, Don made it his mission to bring life-focused financial planning to those who wanted it, regardless of portfolio size. And thus, LifeSighted was born.
Since starting LifeSighted, Don's been recognized as a Top 10 Young Advisor to Watch by Financial Advisor Magazine and elected as the 2020 President for the Financial Planning Association of Los Angeles.
Don is a proud graduate of the Marshall School of Business at the University of Southern California with an educational emphasis in Entrepreneurial Studies. He also obtained a Certificate in Personal Financial Planning from UCLA Extension, earning it with distinction. In his free time, Don can be found developing software (only for personal use so far) or taking advantage of the pleasant Southern California weather by playing baseball, softball, and volleyball or enjoying a nice hiking trail or a day at the beach.
Don Hance Jr. is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Our mission is to help clients live a life they love by learning about what’s most important to them and then using their finances as a tool in guiding them toward accomplishing their dreams.
We believe that everyone can benefit from life-focused financial planning and that it shouldn’t be only for the ulta-wealthy. Anyone has the power to make positive steps forward with their finances, regardless of portfolio size. It’s knowing what to do, and more importantly, actually doing it that can make the biggest impact between a life you love and a life you like.
By utilizing our knowledge of personal finance to help people create lives that they love, we believe we can do our part to make the world a happier, more stress-free place. In developing meaningful and long-lasting partnerships with our clients, we find that they are happier, their minds are more free from worry about money, and in turn, they positively impact the lives of the people around them.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Don Hance Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Don Hance Jr. is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Don Hance Jr. is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Don Hance Jr. is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Don Hance Jr. 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.
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Don Hance Jr. Serves on the Professional Financial Planning Advisory Committee at the University of Redlands
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Don Hance Jr. is the President of the Board of Directors for the Financial Planning Association of Los Angeles
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Don Hance Jr. Named One of Financial Advisor Magazine's 2018 "10 Young Advisors To Watch"
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Don Hance Jr. Volunteered at Financial Planning Days
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Don Hance Jr. is Quoted in MarketWatch: "5 smart ways to handle a financial windfall"
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Don Hance Jr. is Quoted in USA Today: "Hit the jackpot? 5 ways to keep from losing that financial windfall"
Contact Don Hance Jr.
Office Locations:
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339 Swarthmore Ave
Pacific Palisades, CA 90272
