~Merry Christmas and Happy Holidays~

We, here at Pence Wealth Management, would like to introduce our firm’s “Season of Giving.” This year, we have allowed our team members to pick and identify a non-profit charity organization that touches their hearts the most. Each team member received a gift card so they can donate to the charity that they would like to support this year. Feel free to scroll down and see where each member of the Pence Wealth Management Team donated to and learn more about the organization and their cause.

Find out more about the charities our team donated to:

Laila Pence, CFP®

President of Pence Wealth Management | LPL Registered Principal

Donated to:

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Laila Pence, CFP®

Chief Investment Officer | LPL Registered Principal

Donated to:

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Bill Boggs, CFP®, RICP®

LPL Financial Advisor

Donated to:

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Douglas Frazier, CFP®

LPL Financial Advisor

Donated to:

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Robert Mustafa, CFP®

LPL Financial Advisor

Donated to:

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Otto Radtke

LPL Financial Advisor

Donated to:

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Emily Bushong

Wealth Planner | LPL Financial Advisor

Donated to:

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Lana Giacumakis, CFP®

LPL Branch Operations Manager | Chief Compliance Officer

Donated to:

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Chad Krieg

Senior Analyst | LPL Registered Administrative Associate

Donated to:

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Ali Arik, PH.D.

Senior Analyst | LPL Registered Administrative Associate

Donated to:

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Jorge Aguilar

Analyst | LPL Registered Administrative Associate

Donated to:

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Dina Fargalla

Investment Team Associate | LPL Registered Administrative Associate

Donated to:

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Milo Reyes

Investment Team Associate | LPL Registered Administrative Associate

Donated to:

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Sarah Houston

Relationship Manager

Donated to:

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Shannon Collins

Relationship Manager

Donated to:

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Karrie Ghezzi

Relationship Manager

Donated to:

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Sabrinia Peck

Relationship Manager

Donated to:

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Kendra Wofford

Client Service Specialist

Donated to:

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Sue Herman

Administrative Assistant

Donated to:

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Griffin Cuomo

Marketing and Media Assistant

Donated to:

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You are under no obligation to donate to any of the charities mentioned in these videos. PWM and LPL Financial are not affiliated with or endorsed by any named charities mentioned in these videos.

Pence Wealth Management, Inc. (“PWM”) is a 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. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 7/1/2021, the total assets serviced by PWM through LPL Financial consist of over $1.8 billion in advisory and $364 million in brokerage assets.

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. 

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.

PWM and LPL Financial are separate entities.

LEARN MORE ABOUT US

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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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