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Laila Pence

Laila Pence, CFP®
LPL Registered Principal

Laila Pence, CFP® | LPL Registered Principal

Laila is a CERTIFIED FINANCIAL PLANNER™ professional who has been serving clients since 1980. Laila Pence is a very successful financial planner and a fee-based advisor with LPL Financial. She is also a Life, Disability, and Variable Annuity licensee as well as a licensed real estate broker. Laila joined the Claremont Graduate University Board of Trustees in 2016.

Laila is a Registered Principal and an Investment Advisor Representative with LPL Financial, the nation’s leading independent brokerage firm*. LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are unbiased in their research and outlook.

Since 2007, Barron’s Magazine1, the nation’s top financial weekly, has ranked Laila Pence as one of the Top Financial Advisors in the nation. Barron’s ranked Laila: #10 nationwide – 100 TOP Women Advisors, June 2017; #27 in California – TOP 1,200 Financial Advisors, March 2017; #34 nationwide – TOP 100 Independent Advisors, September 2017. This, according to Barron’s Magazine, puts her clearly in the top 1% of all financial advisors in the nation. Fobes’ ranked her #5 – America’s Top Women Wealth Advisors, March 2017; and #61 – America’s Top Wealth Advisors, September 2017.Since 2013, Laila is featured in the Financial Times2 400 Top Advisers nationwide list.

Laila has also been recognized locally. In 2012 & 2013 the Orange County Business Journal3 ranked her as #1 of the Wealth Managers in Orange County. Laila is a 2017 Five Star Award4 winner in Orange County and Los Angeles. In June 2012, the Orange County Business Journal5 selected her as one of five 2012 Women in Business from a list of 229 nominees representing a diverse variety of industries.

Laila is a contributing author to the book, “Living and Learning,” published by Quantum Press and released in July 2005.

With over 35 years of experience and her cash flow focused investing, Laila is distinctly qualified as a wealth manager.

Laila is married to E. Dryden Pence III, who serves as the Chief Investment Officer of the firm. They live in Tustin Hills, California and their principal pastime is taking care of their daughter Sarah and attending professional sporting events. Laila is an avid tennis player.

*As reported in Financial Planning magazine 1996-2012, based on total revenues.
1   Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice.
2   Orange County Business Journal – based on Barron’s rankings
3   Five Star – based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
4   Financial Times list  is based on six broad factors and calculates a numeric score for each adviser. Areas for consideration include adviser AUM, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility.

CA Insurance Lic.# 0545421

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