Kendra joined the Pence Wealth Management Team in January 2018, bringing over 25 years of experience as a Client Relations and service industry provider. She is based in our Newport Beach office.
As an accomplished professional and a proven facilitator, Kendra sets high standards and expectations to meet each advisor and client’s needs by providing assistance in a timely, friendly, and proactive manner – all with a smile and positive attitude.
Kendra enjoys spending quality time with her son, traveling, reading, sports, beauty & fashion.
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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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.