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Paul H
CFP®, Series 65, Series 66
Bonita Springs, FL
Genesis Wealth Planning, LLC
Paul Hancock is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Genesis Wealth Planning, LLC. He is also a part-owner and licensed agent at Super Insurance of South West Florida, an insurance agency he has been involved with since 2013. In addition, Hancock operates a publishing company, Sound Money Capital, LLC, founded in 2025. Genesis Wealth Planning provides financial planning and investment supervisory services primarily to individuals and high-net-worth clients, managing approximately $10.25 million. The firm employs a core-and-satellite strategy using passive index funds and ETFs supplemented with selective active funds, managing accounts mostly on a discretionary basis with an emphasis on diversification, tax efficiency, and periodic rebalancing.
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