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Dale Hancock Email & Phone Number

Tax Preparer, Financial Advisor at PlanMember Securities at PlanMember Financial Corporation

Location: Mission Viejo, California, United States 3 work roles 4 schools

1 work email found @ceteraadvisors.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

PlanMember Financial Corporation

Role

Tax Preparer, Financial Advisor at PlanMember Securities

Location

Mission Viejo, California, United States

Company size

151 employees

Who is Dale Hancock? Overview

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Quick answer

Dale Hancock is listed as Tax Preparer, Financial Advisor at PlanMember Securities at PlanMember Financial Corporation, a with 151 employees, based in Mission Viejo, California, United States. AeroLeads shows a work email signal at ceteraadvisors.com and a matched LinkedIn profile for Dale Hancock.

Dale Hancock previously worked as Tax Preparer, Investment Advisor Representative at Legacy Financial and Wealth Management Advisor at Dale Hancock, Financial Advisor. Dale Hancock holds Master'S Degree And Certificate In Financial Planning from Southern States University.

Company email context

Email format at PlanMember Financial Corporation

This section adds company-level context without repeating Dale Hancock's masked contact details.

{first}{last}@ceteraadvisors.com

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AeroLeads found 1 current-domain work email signal for Dale Hancock. Compare company email patterns before reaching out.

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Profile bio

About Dale Hancock

My goal is to become your most personal advisor. I serve my clients by providing services that may help save them money on their taxes and guide them on the path to financial independence with consideration of their social and moral concerns. I have 30 Years in Real Estate Management, 23 Years Personal and Business Tax Preparation and Planning, 20 Years as a Financial Representative.Specialties: Life Planning, Retirement Planning, Social Security Planning, Quickbooks, Quicken, Tax Preparation and Planning

Listed skills include Quickbooks, Quicken, Retirement Planning, Investment Advisory, and 2 others.

Current workplace

Dale Hancock's current company

Company context helps verify the profile and gives searchers a useful next step.

Planmember Financial Corporation

Tax Preparer, Financial Advisor at PlanMember Securities

carpinteria, california, united states

Website

planmember.com

Employees

151

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Company profile

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3 roles · 33 years

Dale Hancock work experience

A career timeline built from the work history available for this profile.

Tax Preparer, Financial Advisor At Planmember Securities

Current

Planmember Financial Corporation

Nov 2021 - Present

Tax Preparer, Investment Advisor Representative

Legacy Financial

Physical Address: 24182 Watercress Dr Corona Ca 92883Investment Advisor Representative offering securities and investment advisory services through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency)Member SIPC/FINRA a broker-dealer and an Investment Advisor Representative.Legacy Financial is not affiliated with Cetera Advisors LLC.

Wealth Management Advisor

Dale Hancock, Financial Advisor

1994 - Nov 2021

Team & coworkers

Colleagues at PlanMember Financial Corporation

Other employees you can reach at planmember.com. View company contacts for 151 employees →

PM

Planmember Marketing Colleague at Planmember Financial CorporationCarpinteria, California, United States View → RR

Richard Rush Colleague at Planmember Financial CorporationGreater Orlando, United States View → GM

Greg Marsh Colleague at Planmember Financial CorporationSanta Barbara County, California, United States View → CR

Carey Rex Colleague at Planmember Financial CorporationOxnard, California, United States View → PD

Paul Defalla Colleague at Planmember Financial CorporationCarpinteria, California, United States View → AM

Albert Martinez Colleague at Planmember Financial CorporationCarpinteria, California, United States View → CL

Colton Long Colleague at Planmember Financial CorporationVentura, California, United States View → SB

Stan Baker Colleague at Planmember Financial CorporationOjai, California, United States View → LS

Liz Smith Colleague at Planmember Financial CorporationRedmond, Oregon, United States View → JG

Jeremiah Gloria Colleague at Planmember Financial CorporationVentura, California, United States View →

4 education records

Dale Hancock education

Master'S Degree And Certificate In Financial Planning

Southern States University

Bachelor Of Arts (B.A.) In Math

University Of California, Los Angeles

Associate'S Degree

East La College

High School

Alhambra High School

FAQ

Frequently asked questions about Dale Hancock

Quick answers generated from the profile data available on this page.

What company does Dale Hancock work for?

Dale Hancock works for PlanMember Financial Corporation.

What is Dale Hancock's role at PlanMember Financial Corporation?

Dale Hancock is listed as Tax Preparer, Financial Advisor at PlanMember Securities at PlanMember Financial Corporation.

What is Dale Hancock's email address?

AeroLeads has found 1 work email signal at @ceteraadvisors.com for Dale Hancock at PlanMember Financial Corporation.

Where is Dale Hancock based?

Dale Hancock is based in Mission Viejo, California, United States while working with PlanMember Financial Corporation.

What companies has Dale Hancock worked for?

Dale Hancock has worked for Planmember Financial Corporation, Legacy Financial, and Dale Hancock, Financial Advisor.

Who are Dale Hancock's colleagues at PlanMember Financial Corporation?

Dale Hancock's colleagues at PlanMember Financial Corporation include Planmember Marketing, Richard Rush, Greg Marsh, Carey Rex, and Paul Defalla.

How can I contact Dale Hancock?

You can use AeroLeads to view verified contact signals for Dale Hancock at PlanMember Financial Corporation, including work email, phone, and LinkedIn data when available.

What schools did Dale Hancock attend?

Dale Hancock holds Master'S Degree And Certificate In Financial Planning from Southern States University.

What skills is Dale Hancock known for?

Dale Hancock is listed with skills including Quickbooks, Quicken, Retirement Planning, Investment Advisory, Financial Planning, and Investment Advisory Services.

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