Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
22yrs
Paul Alan Hancock
Financial advisor at Genesis Wealth Planning
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office9001 Highland Woods Blvd Suite 4, Bonita Springs, FL 34135
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Genesis Wealth Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2014 – nowGenesis Wealth Planning, LLCCurrent firm
- 2008 – 2013Robert W. Baird & Co. IncorporatedPreviously
- Apr 2007 – Jul 2008Hancock Financial, LLCPreviously
- Jun 2004 – Aug 2005Steele Capital Management, Inc.Previously
Questions to ask Paul
Tailored to Paul’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Genesis Wealth Planning at (239) 201-2640 and ask for Paul Alan Hancock. Paul works from the Bonita Springs, FL office.
How long has Paul been a financial advisor?
Paul has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Paul hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Genesis Wealth Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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