Forbes

FORBES RECOGNIZES LAILA PENCE AS A 2024 BEST-IN-STATE WEALTH ADVISOR [Newport Beach, CA] — [April 5th, 2024] – Laila Pence, an independent LPL Financial advisor in Newport Beach, CA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for her track record of success in the financial services industry. Pence, President of Pence Wealth Management was recognized as the No. 1 advisor in Southern California (High Net Worth). The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of [...]

FORBES RECOGNIZES LAILA PENCE AS A 2024 TOP WEALTH ADVISOR [Newport Beach, CA] — [April 5th, 2024] – Laila Pence, an independent LPL Financial advisor in Newport Beach, CA, has been recognized in this year’s list of the Forbes/SHOOK Top Wealth Advisors for her track record of success in the financial services industry. Pence, President of Pence Wealth Management was recognized as the No. 58 advisor in the nation. The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2024 America’s Top Women Wealth Advisors. She is honored to receive both recognitions from Forbes. This will be Laila’s 8th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. 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 leading2 retail investment advisory firm, [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS BEST-IN-STATE (SOUTHERN CALIFORNIA) We are excited to announce that Forbes has ranked Laila Pence #1 in the list of 2024 America’s Top Women Wealth Advisors Best-In-State Southern California1. She is honored to receive both recognitions from Forbes. This will be Laila’s 3rd consecutive time to be included in the rankings of America’s Top Women Wealth Advisors Best-In-State since Forbes first released it in 2022. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, [...]

Pence Wealth Management Recognized in Forbes 2023 Top RIA Firms Pence Wealth Management has been named one of Forbes’ 2023 Top 100 RIA Firms in the nation1. The annual Forbes/Shook Top RIA list, names an exclusive group of advisory firms with seasoned professionals who have several decades of experience and demonstrated history of guiding clients through market upheavals. Pence Wealth Management secured #13 on Forbes' Top 100 RIA firms in the nation and was one of only two Orange County-based RIA firm to make it onto the list. With the well-being of our clients as our top priority, [...]