Press Release

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 [...]

BARRON’S RANKS FOUR LPL FINANCIAL ADVISORS AMONG TOP 100 INDEPENDENT ADVISORS IN THE COUNTRY LPL Financial is proud to announce that four LPL advisors were ranked among the Top 100 Independent Financial Advisors in America by Barron’s, a leading financial magazine. The annual list highlights the nation’s top 100 independent financial advisors based on data including assets under management, revenue generated for the firm and the overall quality of the advisor’s practice. LPL advisors recognized on the list include: Robert Fragasso, Fragasso Financial Advisors, Pittsburgh, Penn. Susan Kaplan, Kaplan Financial Services, Newton, Mass. Laila Pence, Pence Wealth Management, Newport Beach, Calif. Charles Zhang, Zhang Financial, Portage, Michigan. “On behalf of [...]

EMPOWERING THE WOMEN OF EGYPT Laila Pence speaks at global conference Nationally recognized Orange County financial advisor Laila Pence was honored with an award at “Egyptian Women Can” conference on July 2-3 in Cairo, Egypt. She was one of over thirty leading immigrant Egyptian women worldwide invited to participate in the conference. The conference had 6 discussion panels on a range of issues, including good governance, health, economy, education, production, and media. Four female ministers in the Egyptian government, including Minister of Social Solidarity Ghada Waly, Minister of Investment Sahar Nasr, Minister of Immigration Nabila Makram and Minister of Planning [...]

Simone and Alicia received their California Department of Insurance License September 3, 2015 / Newport Beach, CA Pence Wealth Management's very own, Simone Pope and Alicia Poteet, received their License in Life, & Accident/Health a few weeks ago. Their journey towards earning this achievement was due in part to their diligent focus and preparation leading up to their test day. Citing the CDI 2013 annual report, roughly "59% of examinees" pass their Life and Health/Accident out of 20,000 test applicants that year. Life and Health/Accident Insurance examination applications represent close to 1/3 of the entire CDI examinations scheduled, where year-to-year [...]