Laila Pence, CFP®
LPL Registered Principal
Laila Pence, CFP® | LPL Registered Principal
Laila Pence, CFP® is President of Pence Wealth Management, a Registered Investment Advisory firm, and one of the nation’s leading private wealth management firms. Since 2007 Laila has been perpetually recognized and ranked in the top 1% of female financial advisors nationwide. In 2019, she was named among the top 6 female financial advisors in the country by Forbes1, and #38 top independent financial advisor nationally by Barron’s2 Magazine. Laila is also ranked as #1 in Forbes1 Best-in-State Wealth Advisors List for California (Southern) for 2019.
Laila has a unique approach to financial planning that goes beyond the normal scope to include consideration of a client’s taxation, retirement planning, business structure, and real estate through all stages from the accumulation of wealth to estate planning and philanthropy. Laila frequently assists multiple generations of the same family. Laila’s focus is making a positive difference in clients’ lives, and thereby having a positive impact on the world.
Financial security is a passion for Laila. As a child, Laila was raised in a mansion in Egypt on the Suez Canal until war destroyed her home and displaced her family. Laila believes she is living the American Dream, as over 30 years her hard work and dedication have grown Pence Wealth Management into a firm with over $1.5 Billion dollars in assets under management or advisement3.
She has appeared on domestic and international forums such as Reuters TV, Fox Business News, and been quoted in industry leading publications such as the Wall Street Journal and the Los Angeles Times.
Currently Laila serves on the Claremont Graduate University Board of Trustees, and supports several philanthropic causes in the US and in her native Egypt such as Egypt Cancer Network, Saddleback Church, and the American Film Institute.
Laila is married to Colonel (Ret.) E. Dryden Pence III who is the co-founder and Chief Investment Officer of Pence Wealth Management. They live in Orange County, California with their daughter Sarah. Laila is an avid tennis player and loves spectator sports.
Laila is an LPL Registered Principal, Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Pence Wealth Management and LPL Financial are separate entities, and do not offer tax or mortgage services.
1 The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
2 Barron’s Top 100 & Top 1,200 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work
3 Brokerage and Advisory assets through LPL Financial.
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