Pence Wealth

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So far Pence Wealth has created 58 blog entries.

Laila Pence Heads Forbes List Of Top Financial Advisors In Southern California

2020-06-08T13:55:02-07:00

Laila Pence Heads Forbes List Of Top Financial Advisors In Southern California NEWPORT BEACH, Calif., Jan. 22, 2020 /PRNewswire/ -- Pence Wealth Management ("the firm"), a Registered Investment Adviser (RIA) and leading independent wealth manager, announced today that Laila Pence, the firm's President and Co-Founder, was named the no. 1 financial advisor in Southern California and a top advisor in the state by Forbes, a prominent national publication well-known for its lists and rankings highlighting business and financial services leaders. This recognition comes on the heels of Ms. Pence's selection last year as one of the top female advisors in the United States. Forbes placed her fourth on that [...]

Laila Pence Heads Forbes List Of Top Financial Advisors In Southern California2020-06-08T13:55:02-07:00

Laila Pence – Named one of InvestmentNews’ Women to Watch

2020-05-28T11:31:02-07:00

Laila Pence – Named one of InvestmentNews’ Women to Watch Newport Beach, CA – 11/18/2019 – InvestmentNews has recognized Laila Pence as a 2019 Women to Watch honoree. As one of the 20 prestigious winners, Laila was chosen from several hundred nominations for her leadership, contributions and impact in the financial advice industry. “I could hardly believe someone would entrust me with so much of their hard-earned money,” she said. That $20,000 has grown to $1.5 billion* in assets under management. Each of the advisers and executives who made the fifth annual InvestmentNews Women to Watch list were chosen from a rigorous [...]

Laila Pence – Named one of InvestmentNews’ Women to Watch2020-05-28T11:31:02-07:00

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors

2020-05-28T11:34:41-07:00

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors Distinction Comes After Publication Consistently Ranked Mrs. Pence Among Country's Top Financial Advisors Over a 10-Year Period Mrs. Pence is One of Only 143 Advisors Nationwide to Land on Publication's Top Advisor Lists Over the Last 10 Years PWM President Most Recently Named to Barron's Top Women Financial Advisors and Top 100 Independent Wealth Advisors Lists NEWPORT BEACH, Calif., Sept. 23, 2019 /PRNewswire/ — Pence Wealth Management ("the firm"), a Registered Investment Advisor (RIA) and one of the nation's leading private wealth [...]

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors2020-05-28T11:34:41-07:00