Forbes

LAILA PENCE - FORBES 2023 BEST-IN-STATE WEALTH ADVISOR RANKED #1 IN SOUTHERN CALIFORNIA We are pleased to share with you that Laila Pence, President of Pence Wealth Management, has been named to Forbes’ 2023 Best-In-State Wealth Advisors list.1 This will be Laila’s 6th consecutive time to be ranked #1 in America’s Top Wealth Advisors Best-In-State (Southern California) since 2018. This national recognition is extremely exciting and humbling, and it’s a reflection of the entire Pence Wealth Management teams’ effort and success over this past year. Laila would also like to express her appreciation to all of you, her valued [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has ranked Laila Pence in the list of 2023 America’s Top Wealth Advisors1 . She is honored to receive this recognition from Forbes. Laila was included in this prestigious ranking every year since 2018. 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, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2023 America’s Top Women Wealth Advisors. She is honored to receive the recognition from Forbes. This will be Laila’s 7th 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 leading3 retail investment advisory firm, independent [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2023 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 2023 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 2nd 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 2022 Top RIA Firms Pence Wealth Management has been named one of Forbes’ 2022 Top 100 RIA Firms in the nation1. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. Each of the listed firms is led by seasoned professionals who have several decades of experience, a demonstrated history of guiding clients through market upheavals. Pence Wealth Management secured #7 on Forbes' first-ever list of Top 100 RIA firms in the nation and was the exclusively the only Orange County-based RIA [...]