Nicole joined the Pence Wealth Management Team in April 2022. She is based in our Newport Beach office serving as a Client Service Specialist. Nicole graduated from Grand Canyon University in 2016 with a degree in Finance and Economics and a minor in accounting. Previously she worked as a Payroll Specialist. She enjoys spending quality time with her son, writing poetry and practicing modern calligraphy.
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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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