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Financial Planning in Orange County

Financial Planning in Orange County

With over 30 years of experience, our team of Financial Advisors can helped you and your family create a focused financial strategy that reflects your lifestyle. It’s time for a financial plan that puts your needs and priorities front and center.

Let our experience help you with the tough questions…

  • Will I have enough to retire?
  • Are my children or grandchildren able to benefit from my wealth?
  • How will my family live if I pass away?
  • Can I have the wedding I’ve always dreamed of?
  • What will my next 5 financial years look like?

We serve to make a difference in your life which can help give you greater comfort regarding your income & confidence regarding your wealth. Call and speak to one of our Financial Advisors in Orange Count today or schedule a Complimentary Portfolio Review to learn how we can help you plan for your dreams.


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.

Schedule A Free No Obligation Portfolio Review

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

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