Client Service Specialist

Ethan joined Pence Wealth Management in September 2022. He serves as a Client Service Specialist – focusing on client satisfaction and supporting our advisors on a daily basis. Born and raised in Orange County, he graduated from UC Santa Barbara in June 2021 with a degree in Economics.

Upon joining Pence Wealth Management, he brings over 10 years of customer service experience; primarily in the financial services industry.

In his free time, Ethan enjoys watching sports, spending time with his family, adventuring outdoors, and going to concerts.

CA Insurance Lic# 4044753


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

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

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

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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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