FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA
Luis Silva2022-03-15T15:38:21-07:00FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA We are excited to announce that Forbes has included Laila Pence in the list of 2022 America’s Top Women Wealth Advisors for both National1 and Best-In-State Southern California2. She is honored to receive both recognitions from Forbes. This will be Laila’s 6th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. Our team would like to thank all our clients for their support. The financial professionals at [...]
Pence Perspective | Commentary Ep. 3
Luis Silva2022-02-09T16:19:09-08:00Pence Perspective | Commentary Ep 3 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 or eliminate risk in [...]
[Season 3 Ep.1] Pence Market Insights
Luis Silva2022-07-01T18:02:35-07:00[Season 3 Ep.1] 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 [...]
From Egypt to the American Dream: How Laila Pence Defied All Odds
Luis Silva2022-01-13T12:03:43-08:00From Egypt to the American Dream: How Laila Pence Defied All Odds By Mona Abdou January 8, 2022 Read Full Article Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Pence Wealth Management, a Registered Investment Advisor. 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 [...]
Pence Perspective | Commentary Ep. 2
Luis Silva2022-01-18T08:54:13-08:00Pence Perspective | Commentary Ep 2 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 or eliminate risk [...]
Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Luis Silva2021-12-09T11:54:56-08:00Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS Newport Beach, CA — November 18, 2021 – Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “On behalf of LPL, I congratulate Douglas on reaching this milestone in their professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. [...]
[Season 2 Ep.8] Pence Market Insights
Luis Silva2021-12-10T13:59:47-08:00[Season 2 Ep.8] Market Update Podcast Laila Pence: (00:00) Welcome everyone to today's podcast. Today is December 2nd, and this is season two, episode eight. We have, as usual, a lot to cover, especially with this new virus and the market volatility. So I'm going to get started. We have a full schedule. We're going to start by talking about the virus and what's going on there. And then, as you know, there's an infrastructure bill and the AB-150 bill that passed. I will talk about what's in them. Then, the next subject of the day [...]
Pence Perspective | Q4 2021
Luis Silva2022-02-16T14:07:50-08:00Pence Perspective | Q4. 2021 Download Here Bottom Line Up Front A wave of stimulus, a wave of savings, and a wave of demand are about to collide with a wave of COVID-19, a wave of supply chain and labor disruptions and a wave of inflation. We will frequently hear about waves, surges, and many other analogies but the bottom-line is that a rising tide lifts all boats. $5.4 trillion in stimulus since the start of the pandemic, plenty of excess savings, and the newly signed $1.2 trillion infrastructure bill offer a rising tide of sorts. The [...]
