Amy Soo
LPL Virtual Administrative Assistant
admin.pence@lpl.com
Amy began her career in the financial services industry back in 2017 with LPL Financial and joined Pence Wealth Management in July 2020 as a Virtual Administrative Assistant. She has worked in Customer Service for 11 years and previously worked in the event planning and pharmaceutical industry.
Amy graduated from Cal State Northridge with a BA in Communication Studies and has studied abroad in Italy and Australia. She currently lives in San Diego and loves to go on walks through Balboa Park and the beach. Amy is passionate about environmental sustainability and in her spare time she enjoys traveling, sewing and cooking.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
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At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
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