Wealth Planner
LPL Financial Advisor

Emily began her career in the financial services industry in 2001 and collaborates with Laila Pence on all facets of financial planning, wealth management, estate planning, multi-generational legacy creation, charitable giving, insurance, annuities, long-term care planning.

She holds FINRA Series 7 and 66 registrations through LPL Financial along with Certified Financial Planner® designation, a certificate in Financial Planning from New York University, and a BA in Diplomacy and World Affairs from Occidental College.

She continues to service Occidental College as part of ViSTA – Volunteers in Service of Tiger Admission interviewing college applicants. Emily supports March of Dimes and the Seal Beach Animal Care Center.  She lived in Parma, Italy and still speaks some Italian. In her spare time, Emily enjoys cooking, gardening, sewing, and traveling. Emily is engaged to Nick, is the proud mother of Tessa and Reid, and dog mom to golden retriever, Sam.


Image is not available

Our team members have spent decades in the industry, providing financial guidance for clients like you.

Image is not available

Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

Image is not available

With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

Image is not available

LPL Financial was founded with a vision to help financial advisors establish successful businesses.

previous arrow
next arrow

Request An Appointment

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.


Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.