Press Release

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

Laila Pence – Named one of InvestmentNews’ Women to Watch

2020-05-28T11:31:02-07:00

Laila Pence – Named one of InvestmentNews’ Women to Watch Newport Beach, CA – 11/18/2019 – InvestmentNews has recognized Laila Pence as a 2019 Women to Watch honoree. As one of the 20 prestigious winners, Laila was chosen from several hundred nominations for her leadership, contributions and impact in the financial advice industry. “I could hardly believe someone would entrust me with so much of their hard-earned money,” she said. That $20,000 has grown to $1.5 billion* in assets under management. Each of the advisers and executives who made the fifth annual InvestmentNews Women to Watch list were chosen from a rigorous [...]

Laila Pence – Named one of InvestmentNews’ Women to Watch2020-05-28T11:31:02-07:00

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors

2020-05-28T11:34:41-07:00

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors Distinction Comes After Publication Consistently Ranked Mrs. Pence Among Country's Top Financial Advisors Over a 10-Year Period Mrs. Pence is One of Only 143 Advisors Nationwide to Land on Publication's Top Advisor Lists Over the Last 10 Years PWM President Most Recently Named to Barron's Top Women Financial Advisors and Top 100 Independent Wealth Advisors Lists NEWPORT BEACH, Calif., Sept. 23, 2019 /PRNewswire/ — Pence Wealth Management ("the firm"), a Registered Investment Advisor (RIA) and one of the nation's leading private wealth [...]

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors2020-05-28T11:34:41-07:00

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

2020-05-28T11:34:38-07:00

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors LAILA PENCE RECOGNIZED BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS  Ranked #12 by Barron’s Magazine in their 2019 Top 100 Women Financial Advisors  Newport Beach, CA — June, 2019 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top 100 Women Financial Advisors” by Barron’s, a leading financial magazine.  Laila was ranked # 12 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, [...]

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors2020-05-28T11:34:38-07:00

Laila Pence Ranked #4 by Forbes Magazine in their 2019 Top Women Wealth Advisors

2020-06-08T13:55:29-07:00

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 [...]

Laila Pence Ranked #4 by Forbes Magazine in their 2019 Top Women Wealth Advisors2020-06-08T13:55:29-07:00

LAILA PENCE NAMED BY BARRON’S AS ONE OF THE TOP INDEPENDENT WEALTH ADVISORS IN THE COUNTRY

2020-06-08T13:55:49-07:00

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, [...]

LAILA PENCE NAMED BY BARRON’S AS ONE OF THE TOP INDEPENDENT WEALTH ADVISORS IN THE COUNTRY2020-06-08T13:55:49-07:00

Laila Pence the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors

2020-06-08T14:06:07-07:00

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 [...]

Laila Pence the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors2020-06-08T14:06:07-07:00

LAILA PENCE RECOGNIZED BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS

2020-06-08T14:35:30-07:00

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 BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS2020-06-08T14:35:30-07:00

Laila Pence Recognized in Forbes Top 200 Women Advisors

2020-06-08T14:35:14-07:00

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 [...]

Laila Pence Recognized in Forbes Top 200 Women Advisors2020-06-08T14:35:14-07:00

LAILA PENCE NAMED BY BARRON’S IN THE TOP 1200 FINANCIAL ADVISORS

2020-06-08T14:44:55-07:00

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 [...]

LAILA PENCE NAMED BY BARRON’S IN THE TOP 1200 FINANCIAL ADVISORS2020-06-08T14:44:55-07:00