LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2022 TOP WOMEN FINANCIAL ADVISORS
Luis Silva2022-06-30T16:03:55-07:00LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2022 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2022 America’s Top Women Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2008. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading2 retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that [...]
[Season 3 Ep.8] Pence Market Insights
Luis Silva2022-07-01T18:13:16-07:00[Season 3 Ep.8] Market Update Podcast The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss. All company names noted herein [...]
[Season 3 Ep.7] Pence Market Insights
Luis Silva2022-07-01T18:10:53-07:00[Season 3 Ep.7] Market Update Podcast The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss. All company names noted herein [...]
[Season 3 Ep.6] Pence Market Insights
Luis Silva2022-07-01T18:09:39-07:00[Season 3 Ep.6] Market Update Podcast The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss. All company names noted herein [...]
[Season 3 Ep.5] Pence Market Insights
Luis Silva2022-07-01T18:08:32-07:00[Season 3 Ep.5] Market Update Podcast The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss. All company names noted herein [...]
LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR
Luis Silva2022-04-12T13:52:53-07:00LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR We are pleased to share with you that Laila Pence, President of Pence Wealth Management, have been named to Forbes’ 2022 Best-In-State Wealth Advisors list. This national recognition is extremely exciting and humbling, and it’s a reflection of the entire Pence Wealth Management teams’ effort and success over this past year. Laila would also like to express her appreciation to all of you, her valued clients, for putting your trust in her and choosing her as your wealth advisor. For background, Forbes looks at more than just [...]
FORBES 2022 BEST-IN-STATE WEALTH ADVISOR | Ranked #1 in Southern California
Luis Silva2022-04-12T01:48:37-07:00
Laila Pence on Bloomberg Radio (04/05/2022)
Luis Silva2022-04-06T14:25:04-07:00Laila Pence on Bloomberg Radio (04/05/2022) April 5, 2022 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return [...]
Pence Wealth Management President on Markets
Luis Silva2022-04-06T14:19:33-07:00Pence Wealth Management President on Markets Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 12/31/2021, the total assets serviced by [...]
