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So far Pence Wealth has created 4 blog entries.
Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors LAILA PENCE RECOGNIZED BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS Ranked #12 by Barron’s Magazine in their 2019 Top 100 Women Financial Advisors Newport Beach, CA — June, 2019 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top 100 Women Financial Advisors” by Barron’s, a leading financial magazine. Laila was ranked # 12 in the nation. She is affiliated with LPL Financial®, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2019, [...]
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Pence Wealth Management's very own, Simone Pope and Alicia Poteet, received their License in Life, & Accident/Health a few weeks ago. Their journey towards earning this achievement was due in part to their diligent focus and preparation leading up to their test day. Citing the CDI 2013 annual report, roughly "59% of examinees" pass their Life and Health/Accident out of 20,000 test applicants that year. Life and Health/Accident Insurance examination applications represent close to 1/3 of the entire CDI examinations scheduled, where year-to-year from '12-'13, applications increased 2%. "We were excited that Pence was able to provide us this opportunity to further [...]