Client Login

Barrons Top Financial Advisors In California

Barrons #21 Top Financial Advisors In California

Barron’s Top Financial Advisor, Laila Pence, is a CERTIFIED FINANCIAL PLANNER™ who has been serving clients since 1980. Laila Pence is one of the co-founders of Pence Wealth Management, one of Southern California’s Premier Comprehensive Financial Services Firms.

Our strategies are most effective for individuals with more than $250,000 to invest. Furthermore, comprehensive financial planning services are available for those with $500,000 or more.

Let Us Help You With Your…

  • Financial Planning
  • Investing
  • Retirement Planning
  • Estate Planning
  • Alternative Investments

We serve to make a difference in your life by executing focused financial plans which can help give you greater comfort regarding your income & confidence regarding your wealth.


Work with our Team of… Ph.D. – CFP® – CPM® – CFA – MBA

Advisors from Left to Right: Richard Sorensen, , Douglas FrazierJacqueline Moody, Laila PenceDryden Pence, Katherine Stellflue, David Karachuk, & Bill Boggs.

Contact Us

We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

Accolades

 

Click to Read Accolade Disclosures

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

BC_badge_black_small