SAMANTHA CORTEZ
Client Service Specialist
samantha.cortez@lpl.com
Samantha joined the Pence Wealth Management Team in September 2022, bringing with her over 10 years of experience as a Customer Service Professional. She holds her insurance license with the State of California. She currently serves as a Client Service Specialist in our Newport Beach office.
She enjoys cooking, gardening, and going on walks with her German Shepherd.
California Insurance License #0M32011
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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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