Barrons

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms

2020-10-06T14:38:18-07:00

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms Greetings, We are thrilled to announce that Laila Pence, President of Pence Wealth Management, was included in the ranks of Working Mother’s annual list of Top Wealth Advisor Moms. She is ranked #3 and this is her 4th consecutive year in this ranking. For four 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 [...]

Laila Pence Ranked in Working Mother and SHOOK Research’s 2020 Top Wealth Advisor Moms2020-10-06T14:38:18-07:00

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors

2020-09-18T17:01:13-07:00

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors  Greetings, We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron’s[1] list of Top 100 Independent Financial Advisors for the 4th consecutive year. She is ranked #46 nationwide. We encourage you to forward or share this article to celebrate Laila’s valued recognition. 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. Read Article As of 8/7/2020, [...]

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors2020-09-18T17:01:13-07:00

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors

2020-05-28T11:34:41-07:00

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors Distinction Comes After Publication Consistently Ranked Mrs. Pence Among Country's Top Financial Advisors Over a 10-Year Period Mrs. Pence is One of Only 143 Advisors Nationwide to Land on Publication's Top Advisor Lists Over the Last 10 Years PWM President Most Recently Named to Barron's Top Women Financial Advisors and Top 100 Independent Wealth Advisors Lists NEWPORT BEACH, Calif., Sept. 23, 2019 /PRNewswire/ — Pence Wealth Management ("the firm"), a Registered Investment Advisor (RIA) and one of the nation's leading private wealth [...]

Pence Wealth Management Announces Laila Pence Enter Barron’s Hall of Fame Advisors2020-05-28T11:34:41-07:00

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors

2020-05-28T11:34:38-07:00

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors LAILA PENCE RECOGNIZED BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS  Ranked #12 by Barron’s Magazine in their 2019 Top 100 Women Financial Advisors  Newport Beach, CA — June, 2019 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top 100 Women Financial Advisors” by Barron’s, a leading financial magazine.  Laila was ranked # 12 in the nation.  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 1996-2019, [...]

Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors2020-05-28T11:34:38-07:00