Don Hance Jr, EA, CFP®
Clarity through life-focused financial planning + tax prep + investments
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Serving Clients Nationwide
Clarity through life-focused financial planning + tax prep + investments
Areas of Focus
- Cash Flow
- Education Funding
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Side Hustles
- Taxes
About Don Hance Jr, EA, CFP®
Hi, I'm Don Hance Jr., a CERTIFIED FINANCIAL PLANNER™, an IRS Enrolled Agent, and the founder here at LifeSighted. We are 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, I spent several years working at a firm with a diverse set of retired, high net worth clients. Through the conversations I had with clients during that time, I 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, I made it my mission to bring life-focused financial planning to those who wanted it, regardless of portfolio size. And thus, LifeSighted was born.
Since starting LifeSighted, I’ve 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.
I’m a proud graduate of the Marshall School of Business at the University of Southern California with an educational emphasis in Entrepreneurial Studies. I also obtained a Certificate in Personal Financial Planning from UCLA Extension, earning it with distinction (their way of saying I had a good GPA).
In my free time, you can find me 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Registered Life Planner (RLP)
Affiliations
-
Financial Planning Association
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- XY Planning Network
- Kinder Institute of Life Planning
Primary Location
339 Swarthmore Ave Pacific Palisades, CA 90272
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the Book Intro Call button above to schedule a free 30-minute introductory call by phone or video. We use this call to learn a little bit more about your situation to see if we think we can provide real value to you. It’s a great opportunity to mutually determine whether we’ll be a good fit for each other.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About LifeSighted
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 only be for the ultra-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 like and a life you love.
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. We find that developing meaningful and long-lasting partnerships with our clients tend to have the following domino effect: they are happier, their minds are freer from worrying about money, and in turn, they positively impact the lives of the people around them.
All LifeSighted advisors sign a fiduciary oath before providing any financial planning service. We minimize conflicts of interest by refusing to accept commissions or kickbacks of any kind. On top of that, we work hard to put ourselves in our client’s shoes by striving to be the type of advisor we would want for ourselves and our families.
Education
University of Southern California, B.S. in Business Administration – Entrepreneurial Studies | UCLA Extension, Certificate in Personal Financial Planning
Hobbies and Interests
- Baseball
- Beach
- Exercising
- Grilling
- Hiking
- Pickleball
- Reading
- Softball
- Sports
- Traveling
- Volleyball
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Newly Engaged / Newlywed
- Parents
- Professional Athletes
- Technology Professionals
- Young Families
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