Barrons

Laila Pence in Barron’s 2021 Top Women Financial Advisors

2021-06-28T13:28:42-07:00

Laila Pence in Barron’s 2021 Top Women Financial Advisors We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top Women Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading** retail investment [...]

Laila Pence in Barron’s 2021 Top Women Financial Advisors2021-06-28T13:28:42-07:00

Pence Wealth Management Recognized in Barron’s 2021 Top 100 Wealth Management Teams

2021-04-28T13:55:48-07:00

PENCE WEALTH MANAGEMENT RECOGNIZED IN BARRON'S 2021 TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS Barron’s has included Pence Wealth Management in the list of the 2021 Top 100 Private Wealth Management Teams*. We are honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be the firm’s second year to be included in the rankings after being recognized as one of the Top 50 Private Wealth Management Team* in 2019. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth [...]

Pence Wealth Management Recognized in Barron’s 2021 Top 100 Wealth Management Teams2021-04-28T13:55:48-07:00

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR

2021-03-30T08:28:01-07:00

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR [Newport Beach, CA] — [March, 25, 2021] – Laila Pence a financial advisor at Pence Wealth Management in Newport Beach, CA has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes. The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria. According to Forbes, the women honored on the list have at least seven years’ experience, and were chosen [...]

FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR2021-03-30T08:28:01-07:00

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP 1200 FINANCIAL ADVISORS

2021-03-23T08:26:01-07:00

LAILA PENCE RECOGNIZED IN BARRON'S 2021 TOP 1200 FINANCIAL ADVISORS [Newport Beach, CA] — [March 19, 2021] – Laila Pence an independent LPL Financial advisor in Newport Beach has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. The Barron’s special report highlights outstanding financial advisors from all 50 states, plus the District of Columbia, based on factors including the quality of the advisors’ practices and community involvement*. Approximately 4,000 of the nation’s most productive financial advisors provided data for the annual report. The 2021 ranking names the top advisors [...]

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP 1200 FINANCIAL ADVISORS2021-03-23T08:26:01-07:00

Laila Pence: Mega-Savings Plus Stimulus Spells Opportunity

2021-03-29T13:41:26-07:00

LAILA PENCE: Barron's Q&A Article February 5, 2021 By Steve Garmhausen Read Full Article The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy ensures success or protects against loss. Actual investment returns may be materially different than the returns presented. The core 70/30 strategy performance quoted reflects the annual return, as of 12/31/2020, of the growth with income composite including, capital gains and the reinvestment of dividends. Performance net of [...]

Laila Pence: Mega-Savings Plus Stimulus Spells Opportunity2021-03-29T13:41:26-07:00

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