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Top Financial Planners in Orange County

Top Financial Planners in Orange County

Looking for a Financial Planner?

With over 30 years of experience, 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 create a financial strategy that reflects your personality. Getting to know you is our financial advisor’s primary goal. We put your needs and priorities front and center, while holding true to our Pence Principles as a standard with all clients.

We specialize in:

  • 529 Plans
  • Asset Protection
  • Long-Term Care
  • Insurance
  • Business Succession Plans

Call and speak to one of our Financial Advisors today or schedule a Complimentary Portfolio Review to learn how we can help you plan for your dreams.

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



Click to Read Accolade Disclosures

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