Laila Pence Ranked in Working Mother and SHOOK Research’s 2021 Top Wealth Advisor Moms

Greetings,

We are thrilled to announce that Laila Pence, President of Pence Wealth Management, was included in this year’s ranks of Working Mother’s annual list of Top Wealth Advisor Moms. She is ranked #4 and this is her 5th consecutive year in this ranking.

For five years, Working Mother has partnered with SHOOK Research to identify the top wealth advisor moms across the country. This year’s list has expanded to feature 500 of the most successful mothers working in financial advising today.

As a working mother herself, Laila is excited to see Working Mother Magazine and SHOOK RESEARCH recognize women’s hard work and achievements.

Check out the 2021 Top Wealth Advisor Moms here.

This year alone, Laila was recognized in the ranks of Forbes Best-State Wealth Advisors (#1 in Southern California), Top Women Wealth Advisors and America’s Top Wealth Advisors. Based in Newport Beach, CA, Pence Wealth Management (PWM) is an independent wealth management firm $1.6 billion in client assets under advisement that delivers comprehensive financial guidance to high-net-worth individuals and families through sophisticated and highly integrated planning and investing strategies. Our team of professionals with Ph.D. and CFP® designations has expertise in retirement, financial planning, estate planning, investments and insurance.

Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support.

We appreciate the opportunity to serve you.

See Full Ranking

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.

The Top Wealth Advisor Moms Rankings, developed by SHOOK Research, are based on a combination of qualitative and quantitative surveys, acceptable compliance record, having children 21 years or younger still living at home, 5 years of FA experience, minimum 1 year at current firm, with exceptions (acquisitions, etc.), recommendations and nominations by Firm, completion of online survey and over 50% of revenue/production with individuals.

The Forbes Rankings, developed by SHOOK Research, are 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’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Working Mother/SHOOK Research, Pence Wealth Management and LPL Financial are separate entities.

Share This Post!

Follow us on Facebook