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Forbes California Financial Leaders

Forbes California Financial Leaders

Why should you choose an independent and fee-based financial advisor over one of the big commission-driven institutional Wall Street firms?

Institutions do not retire, they do not divorce, get Alzheimer’s or need long-term care…  

says Laila Pence, president and co-founder of Pence Wealth Management.

Institutions do not have to transition between careers, pay for weddings, send children to college or have them move back home. Institutions don’t have to care for parents or loved ones unexpectedly.

At PWM, however, you get the high-level service of a nationally recognized firm but with a personal touch.


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Pence in the Press

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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),

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Laila Marshall-Pence CA Insurance Lic# 0545421

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