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Richard Sorensen

Richard Sorensen
LPL Financial Advisor
richard.sorensen@lpl.com

Richard Sorensen | LPL Financial Advisor

Mr. Sorensen graduated from Brigham Young University in 1984 with his degree from the top rated, nationally recognized, Marriott School of Business and Finance. With over 32 years experience in Tax, Financial Planning and Estate Planning, he is an excellent financial consultant and is recognized as a leading specialist in values-based planning for families. In order to serve his clients’ needs and help address both their financial and life goals. Mr. Sorensen created the Stewardship Estate Plan*. He is the President and founder of Estate Strategies, Inc.* a company with a focus on Wealth Management and Advanced Estate Planning Techniques for high net worth families. He also assists non-profits in creating and establishing charitable estate planning programs that work towards building and preserving endowment assets while striving to protect their future. Mr. Sorensen’s Financial Planning Practice concentrates on the core values of financial planning including Retirement, Tax, Insurance, Real Estate Management and Advanced Estate Planning techniques. Mr. Sorensen is an Investment Advisory Representative with LPL Financial.

Mr. Sorensen and the Pence Wealth Management team focus on the comprehensive financial management process to build upon the accumulated wealth of clients while taking into account the need for capital preservation and family values. With more than two decades of experience, Mr. Sorensen has developed an approach to investing that embraces a macro view of the markets in conjunction with long-term client relationships and advice for life. Whatever your destination, a solid investment program with the Pence Wealth Management team may help speed your progress. While working out of our office in Thousand Oaks, Mr. Sorensen is able to help establish Pence Wealth Management as not only a premier provider of Orange County financial services, but also as a provider of Los Angeles financial services.

Mr. Sorensen is active in several non-profits and volunteers with his family in many community projects and activities. Richard, his wife Lisa and three children live in Thousand Oaks, California. They enjoy family time, coaching youth sports and participating in outdoor activities including hiking, snowboarding and surfing.

CA Insurance license: # 0705955

* Stewardship Estate Plan &  Estate Strategies Inc. are not affiliated with or endorsed by LPL Financial.

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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