Press Release

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS

2022-03-17T13:45:55-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS   We are excited to announce that Barron’s has included Laila Pence in the list of 2022 America’s Top 1200 Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2014. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading2 retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology [...]

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS2022-03-17T13:45:55-07:00

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

2022-03-15T15:38:21-07:00

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   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 [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA2022-03-15T15:38:21-07:00

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

2021-12-09T11:54:56-08:00

Douglas 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. [...]

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS2021-12-09T11:54:56-08:00

Working Wardrobes hosts record-breaking Annual Gala

2021-10-22T14:08:22-07:00

Working Wardrobes hosts record-breaking Annual Gala 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 (“PWM”) is a sophisticated 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 and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the [...]

Working Wardrobes hosts record-breaking Annual Gala2021-10-22T14:08:22-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS

2021-09-23T16:32:01-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 10th consecutive time to be included in the rankings since her first recognition in 2012*. Laila is exclusively the only advisor based in Orange County, CA named in this year’s ranking. Our team would like to thank all [...]

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS2021-09-23T16:32:01-07:00

Laila Pence in Forbes 2021 America’s Top Wealth Advisors

2021-09-10T11:20:12-07:00

FORBES RECOGNIZES LAILA PENCE AS ONE OF AMERICA’S TOP WOMAN ADVISOR (2021) We are excited to announce that Forbes has included Laila Pence in the list of the 2021 Top Wealth Advisors*. She is honored to receive this recognition from Forbes – a publisher covering original content on finance, industry, investing and marketing topics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. We invite you to share this exciting news with your family and friends, especially those [...]

Laila Pence in Forbes 2021 America’s Top Wealth Advisors2021-09-10T11:20:12-07:00

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

2021-09-23T16:08:03-07:00

LAILA PENCE RECOGNIZED IN BARRON'S 2021 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top Women Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading** retail [...]

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP WOMEN FINANCIAL ADVISORS2021-09-23T16:08:03-07:00

Laila Pence in Barron’s 2021 Top Women Financial Advisors

2021-06-28T13:28:42-07:00

Laila Pence in Barron’s 2021 Top Women Financial Advisors We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top Women Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading** retail investment [...]

Laila Pence in Barron’s 2021 Top Women Financial Advisors2021-06-28T13:28:42-07:00

Egypt to launch fundraiser Sept. 25 collecting donations from Egyptians in US, Canada in contribution to needy local communities

2021-06-29T12:48:22-07:00

Egypt to launch fundraiser Sept. 25 collecting donations from Egyptians in US, Canada in contribution to needy local communities CAIRO – 27 June 2021: A fundraiser will be launched to collect donations from Egyptians in the U.S. and Canada on Sept. 25 as part of integrating Egyptians abroad in Egypt’s sustainable development 2030. The campaign, launched by Minister of Immigration Nabila Makram under the auspices of Prime Minister Mostafa Madbouly, comes after a series of meetings between the minister with officials at Haya Karima (decent life) initiative, and Laila Pence, the president and co-founder of Pence Wealth Management, [...]

Egypt to launch fundraiser Sept. 25 collecting donations from Egyptians in US, Canada in contribution to needy local communities2021-06-29T12:48:22-07:00

Egypt to launch fundraising event in US, Canada on 25 September

2021-06-29T12:49:19-07:00

Egypt to launch fundraising event in US, Canada on 25 September June 27, 2021 Minister of State for Emigration and Egyptian Expatriates’ Affairs, Nabila Makram, on Sunday met with a delegation from the Ministry of Planning and Economic Development and the “Decent Life” Initiative, to launch a fundraising event in the US and Canada on 25 September. Save Makram also received businesswoman Laila Pence, who made the 2021 Forbes list of America's Top Women Wealth Advisors* in the US, to discuss ways to involve Egyptians abroad in building the nation. By targeting expats, this will help Egypt achieve [...]

Egypt to launch fundraising event in US, Canada on 25 September2021-06-29T12:49:19-07:00