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Pence Wealth Management Recognized in Barron’s 2021 Top 100 Wealth Management Teams

2021-04-28T13:55:48-07:00

PENCE WEALTH MANAGEMENT RECOGNIZED IN BARRON'S 2021 TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS Barron’s has included Pence Wealth Management in the list of the 2021 Top 100 Private Wealth Management Teams*. We are honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be the firm’s second year to be included in the rankings after being recognized as one of the Top 50 Private Wealth Management Team* in 2019. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth [...]

Pence Wealth Management Recognized in Barron’s 2021 Top 100 Wealth Management Teams2021-04-28T13:55:48-07:00

CITYWEALTH 2021 WOMAN OF THE YEAR BUSINESS GROWTH (BOUTIQUE)

2021-04-13T08:50:33-07:00

CITYWEALTH 2021 WOMAN OF THE YEAR BUSINESS GROWTH (BOUTIQUE) We are pleased to share with you that Laila Pence, President of Pence Wealth Management, have been honored with the 2021 Woman of the Year Business Growth (Boutique) Bronze Award by Citywealth Magazine.  This 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. We welcome you to share this exciting news with your family and friends, especially those interested in seeking wealth management services from an experienced advisor. The greatest honor that we can [...]

CITYWEALTH 2021 WOMAN OF THE YEAR BUSINESS GROWTH (BOUTIQUE)2021-04-13T08:50:33-07:00

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR

2021-03-30T08:28:01-07:00

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR [Newport Beach, CA] — [March, 25, 2021] – Laila Pence a financial advisor at Pence Wealth Management in Newport Beach, CA has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes. The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria. According to Forbes, the women honored on the list have at least seven years’ experience, and were chosen [...]

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR2021-03-30T08:28:01-07:00

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP 1200 FINANCIAL ADVISORS

2021-03-23T08:26:01-07:00

LAILA PENCE RECOGNIZED IN BARRON'S 2021 TOP 1200 FINANCIAL ADVISORS [Newport Beach, CA] — [March 19, 2021] – Laila Pence an independent LPL Financial advisor in Newport Beach has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. The Barron’s special report highlights outstanding financial advisors from all 50 states, plus the District of Columbia, based on factors including the quality of the advisors’ practices and community involvement*. Approximately 4,000 of the nation’s most productive financial advisors provided data for the annual report. The 2021 ranking names the top advisors [...]

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP 1200 FINANCIAL ADVISORS2021-03-23T08:26:01-07:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR

2021-02-17T14:17:30-08:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR Newport Beach, CA — February 11, 2021 – Laila Pence, President of Pence Wealth Management, was recently ranked No. 1 in Southern California in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “On behalf of LPL Financial, we congratulate Laila Pence for being recognized on this year’s Forbes Best-in-State Wealth [...]

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR2021-02-17T14:17:30-08:00

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms

2020-10-06T14:38:18-07:00

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms Greetings, We are thrilled to announce that Laila Pence, President of Pence Wealth Management, was included in the ranks of Working Mother’s annual list of Top Wealth Advisor Moms. She is ranked #3 and this is her 4th consecutive year in this ranking. For four years, Working Mother has partnered with SHOOK Research to identify the top wealth advisor moms across the country. This year's list has expanded to feature 500 of the most successful mothers working in financial advising today. As a working [...]

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms2020-10-06T14:38:18-07:00

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors

2020-09-18T17:01:13-07:00

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors  Greetings, We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron’s[1] list of Top 100 Independent Financial Advisors for the 4th consecutive year. She is ranked #46 nationwide. We encourage you to forward or share this article to celebrate Laila’s valued recognition. Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support. We appreciate the opportunity to serve you. Read Article As of 8/7/2020, [...]

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors2020-09-18T17:01:13-07:00

Laila Pence Ranked #16 on 2020 Barron’s Top 100 Women Financial Advisors

2020-08-25T09:18:52-07:00

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 Ranked #16 on 2020 Barron’s Top 100 Women Financial Advisors2020-08-25T09:18:52-07:00

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors

2021-02-12T11:13:08-08:00

FORBES | 2020 BEST-IN-STATE WEALTH ADVISORS Newport Beach, CA — January 22, 2020  We are very excited to share that Laila Pence, President of Pence Wealth Management, was named as the #1 financial advisor in Southern California for the second year in a row by Forbes in their 2020 Best-in-State Wealth Advisors. We are honored to be recognized by Forbes, but more importantly by our clients. Laila believes our clients' "trust and support is not only humbling, but it motivates our entire team to do everything possible to serve them to the best of our ability." Thank you for your contribution to the success [...]

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors2021-02-12T11:13:08-08:00

Laila Pence Heads Forbes List Of Top Financial Advisors In Southern California

2020-06-08T13:55:02-07:00

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 Heads Forbes List Of Top Financial Advisors In Southern California2020-06-08T13:55:02-07:00