Service Manager

Sarah joined Pence Wealth Management January 2018. She currently serves as Client Service Specialist to our Newport Beach location. Transitioning from serving in charities to consulting, Sarah has worked for the past 10 years as a Customer Service Professional, assisting companies to create a trusting and harmonious relationship between business and clients.

Sarah received her degree in Social Sciences from Fullerton College.

She enjoys camping with her mini Goldendoodle puppy and visiting art museums in her free time.


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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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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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