Press Release

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 Ranked #4 by Forbes Magazine in their 2019 Top Women Wealth Advisors Newport Beach, CA — May, 2019 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top Women Wealth Advisors” by Forbes, a prominent national business magazine.  Laila was ranked # 4 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, based on total revenue. ** Pence Wealth Management strives for excellence; the firm has been recognized for its experienced staff, objective financial strategies and [...]

Named the No. 38 Advisor in the country by Barron’s Magazine in their 2018 ranking of America’s Top Independent Wealth Advisors  Newport Beach, CA — September 17, 2018 –Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Independent Wealth Advisors in America* by Barron’s, a prominent national business magazine.  Laila was recognized as the No. 38 advisor in the country.  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 1996-2018, based on total revenue. The annual ranking by Barron’s, a leading financial publication, [...]

Named the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors Newport Beach, CA – October 1, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Wealth Advisors in America* by Forbes, a prominent national business magazine.  Laila was recognized as the No. 61 advisor in the country.  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 1996-2017, based on total revenue. ** This prestigious recognition by Forbes highlights successful financial advisors from across [...]

Ranked #14 by Barron’s Magazine in their 2018 Top 100 Women Financial Advisors Newport Beach, CA – October 1, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Wealth Advisors in America* by Forbes, a prominent national business magazine.  Laila was recognized as the No. 61 advisor in the country.  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 1996-2017, based on total revenue. ** This prestigious recognition by Forbes highlights successful financial advisors from across the country.  According to Forbes, its rankings are based [...]

Laila Pence Recognized in Forbes Top 200 Women Advisors Newport Beach, CA — May, 2018 – Laila Pence of Pence Wealth Management in Newport Beach California was recently named by Forbes, a leading financial publication, in their Top 200 Women Advisors. Pence was recognized as the No. 6 advisor in America.  Pence Wealth Management is supported by LPL Financial, the nation’s largest independent broker-dealer. The Forbes Top 200 Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like [...]

Ranked # 33 in California by Barron’s Magazine in their 2018 Top 1200 Financial Advisors Newport Beach, CA — March, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top 1200 Financial Advisors” by Barron’s, a leading financial magazine.  Laila was ranked #33 in California.  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 1996-2017, based on total revenue. **  The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors.  Barron’s analysis [...]