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.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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