Named the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors
Newport Beach, CA – October 1, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Wealth Advisors in America* by Forbes, a prominent national business magazine. Laila was recognized as the No. 61 advisor in the country. She is affiliated with LPL Financial®, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2017, based on total revenue. **
This prestigious recognition by Forbes highlights successful financial advisors from across the country. According to Forbes, its rankings are based on data and information provided by over 4,000 advisors.
Pence Wealth Management strives for excellence; the firm has been recognized for its experienced staff, objective financial strategies, and unparalleled client service. Pence Wealth Management endeavors to make a difference in their clients’ lives by providing greater comfort regarding their income and confidence regarding their wealth. Pence Wealth Management offers comprehensive financial and advisory services and is the pioneer of Choke-Point Investing™.
For more information please contact Jessica Hansen, at 949.660.8777 – ext. 129 or ramilo.reyes@lpl.com
* Advisors are selected for the Forbes Top Wealth Advisors list based on insights from SHOOK Research™, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors are considered on a variety of criteria, including at least 7 years of 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.
** LPL Financial, Pence Wealth Management, and Forbes magazine are separate entities.
Laila Pence is a LPL Registered Principal with, and securities are offered
through LPL Financial, Member FINRA/SIPC.
