Luis joined Pence Wealth Management in September 2022. He serves as a member of the Marketing Team and focuses on supporting the organization’s marketing initiatives.
Previously, Luis was an Advisor Experience Consultant for Financial Professionals Group where he was responsible for all marketing initiatives. He was also a Sr. Branch Office Administrator at Edward Jones and spent four years at American Funds.
Luis studied at Fullerton College and grew up in Long Beach. He resides in Orange County with his wife, Aubrey, and daughter, Abbey. He enjoys long distance running, adventure motorcycle riding, and creating memories with his family.
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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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