Laila Pence Ranked #16 on 2020 Barron’s Top 100 Women Financial Advisors
It is our pleasure to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron’s 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 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 the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
Our firm has taken pride in practicing and celebrating diversity for over 30 years.
– Our team speaks 11 different languages
– Half of our team are women
– and 20% of our team are Veterans or Veterans family members.
Laila was also included in the Barron’s Hall of Fame. This exclusive group of advisors are those who have appeared in Barron’s annual top advisor rankings for 10 or more years. They represent a tiny fraction of the most productive advisors in the industry.
As a woman, Laila has succeeded through her leadership, enthusiasm, and willingness to serve others in a male dominated industry. She ranked in the Top 100-200 Women Advisors in the country consecutively between 2016-2020 by Barron’s and between 2017-2020 by Forbes Magazine. She was also included in the prestigious 2019 annual ‘Women to Watch’ list of honors by InvestmentNews, the leading provider of financial and investment news.
At Pence Wealth Management we are proud of Laila’s accomplishment and how her methods and planning process are used by our entire firm.
Please feel free to forward this announcement to friends or family whom we may be able to help.
Thank you very much.
Michael Dugan or Mitch Manning
Haven Tower Group LLC
424 317 4852 or 424 317 4858
email@example.com or firstname.lastname@example.org
Laila is an LPL Registered Principal, Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Pence Wealth Management and LPL Financial are separate entities, and do not offer tax or mortgage services.
 Barron’s 2020 Top 100 Women Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
 2019 Barron’s Hall of Fame – Advisors appearing in the rankings have answered 100-plus questions about their practices in our annual survey. The questionnaire addresses a wide range of data points, including the assets the advisors oversee, the revenue they collect on those assets, the industry designations they possess, their regulatory records, the length of time they’ve been in the industry, their charitable and philanthropic work, the investment vehicles they use to allocate assets, the sizes and shapes of their teams, and more.
The rankings specifically do not factor in investment performance, as returns are tied inextricably to the risk tolerances of individual clients; to reward outsize returns would be to encourage advisors to chase them. Instead, Barron’s use assets and revenue as their primary quantitative measures, as clients tend to express their satisfaction by voting with their assets and their fees.
 Forbes – is based on an algorithm of: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
 InvestmentNews Women to Watch – Each of the advisors and executives who made the 5th annual InvestmentNews Women to Watch list were chosen from a rigorous selection process designed to identify women who possess leadership skills, the ability to effect change in the industry, a willingness to share their expertise with other women and are committed to giving back to the community.