Jeanne has been in the financial services industry for over 20 years. She started her career at the Chicago Board of Trade. Jeanne moved to Mission Viejo, CA and obtained a Series, 7, 63, 66 and later obtained her California Life, Accident and Heath insurance license. She has been in Client Services her entire career before starting at Pence Wealth Management and LPL Financial in August, 2024 in Newport Beach, California.
When Jeanne is not busy at work servicing clients, she enjoys spending time with her husband cooking, gardening, hiking and fishing.
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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