Barrons

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 [...]

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 [...]

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 [...]