Press Release

Laila Pence Ranked #16 on 2020 Barron's Top 100 Women Financial Advisors Download Barron's Reprint It is our pleasure to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron's[1] list of Top 100 Women Financial Advisors for the for the fifth consecutive year. Laila is ranked 16th nationwide, and tops the list amongst Southern California women advisors. The Barron’s[1] 2020 Top 100 Women's ranking focuses on diversity and describes the 2020 honorees as leading women who are champions of diversity and compassion. The ranking reflects the volume of assets overseen by [...]

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 [...]