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Financial Advisors in Orange County

Financial Advisors in Orange County

Looking for a Financial Advisor?

Our team of Advisors in Orange County (including Laila Pence, Top Rated Barron’s Advisors) are dedicated to helping our clients plan for their financial dreams.

We specialize in:

  • Financial Planning
  • Investing
  • Retirement Planning
  • Estate Planning
  • Alternative Investments

Call and speak to one of our Financial Advisors today or schedule a Complimentary Portfolio Review to learn how we can help you build a bright financial future.

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

 

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. * LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial. Stock investing involves risk including potential loss of principal. The opinions voiced in this video are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Barron’s – determine which investments may be appropriate for you, consult your financial advisor prior to investing. Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice. 1. Women in Business Awards are presented annually to five outstanding professional women who have made significant contributions to their organizations, their professions and the Orange County community as determined by Orange County Business Journal judging panel. 2. Financial Times list is based on six b road 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. 3. Five Star – Award 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 Five Star Wealth Managers. 4. Orange County Business Journal – based on Barron’s rankings 5. Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice.

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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