FORBES | 2020 BEST-IN-STATE WEALTH ADVISORS
Newport Beach, CA — January 22, 2020
We are very excited to share that Laila Pence, President of Pence Wealth Management, was named as the #1 financial advisor in Southern California for the second year in a row by Forbes in their 2020 Best-in-State Wealth Advisors.
We are honored to be recognized by Forbes, but more importantly by our clients. Laila believes our clients’ “trust and support is not only humbling, but it motivates our entire team to do everything possible to serve them to the best of our ability.” Thank you for your contribution to the success of our firm and for your trusted partnership.
The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual 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 approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Laila Pence is a registered representative with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial planning services are offered through Pence Wealth Management. Forbes/Shook Research, Pence Wealth Management and LPL Financial are separate entities.