John Hance, CFP®

John Hance, CFP®, ChFC®, CLU®, is the founder and president of Hance Financial, LLC, an independent financial planning and wealth management firm dedicated to helping individuals and families retire with confidence. Since entering the financial services industry in 1989, John has focused on simplifying financial complexity and providing clients with clear, objective guidance so they can make informed decisions with confidence.

John began his career with The Guardian Life Insurance Company as a field representative and later founded Hance Financial, LLC in 2007. Throughout his career, he has remained an entrepreneur and independent business owner, committed to building lasting relationships and helping clients pursue financial independence on their own terms.

His areas of focus include comprehensive financial planning, retirement income strategies, investment portfolio management, tax planning, wealth accumulation, wealth protection, and legacy planning. John believes financial planning should be a personalized process that transforms uncertainty into a clear, step-by-step roadmap, allowing clients to focus on their families, passions, and future goals rather than worrying about their finances.

John earned a Bachelor of Arts degree in Economics with a minor in Mathematics from the University of Minnesota in 1989. He later earned the Chartered Life Underwriter® (CLU®) designation from The American College in Bryn Mawr, Pennsylvania, followed by the Chartered Financial Consultant® (ChFC®) and Certified Financial Planner™ (CFP®) designations in 2015. He currently holds FINRA Series 7, 24, 63, 66, and 99 securities licenses, along with life and health insurance licenses.

Dedicated to lifelong learning, John regularly participates in continuing education programs, industry symposiums, and professional conferences to stay current with evolving financial, tax, investment, and retirement planning strategies. His commitment to ongoing education helps ensure clients receive thoughtful, informed guidance in an ever-changing financial landscape.

Today, John works with clients across multiple states, helping pre-retirees, retirees, business owners, and affluent families navigate important financial decisions with clarity and confidence. His approach is built on transparency, objective advice, and a commitment to helping clients feel prepared for whatever lies ahead.

John resides in Sarasota, Florida. Outside of the office, he enjoys traveling, golfing, scuba diving, boxing, meditation, and exploring exceptional dining experiences. His travels have taken him throughout Peru, Turkey, Greece, Italy, Spain, France, England, and Southeast Asia, experiences that have broadened his perspective and deepened his appreciation for the meaningful experiences that thoughtful financial planning can help make possible.

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