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Laila Pence in Forbes 2021 America’s Top Wealth Advisors

2021-09-10T11:20:12-07:00

FORBES RECOGNIZES LAILA PENCE AS ONE OF AMERICA’S TOP WOMAN ADVISOR (2021) We are excited to announce that Forbes has included Laila Pence in the list of the 2021 Top Wealth Advisors*. She is honored to receive this recognition from Forbes – a publisher covering original content on finance, industry, investing and marketing topics. 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. We invite you to share this exciting news with your family and friends, especially those [...]

Laila Pence in Forbes 2021 America’s Top Wealth Advisors2021-09-10T11:20:12-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021

2021-05-24T10:04:53-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 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. Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and [...]

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 20212021-05-24T10:04:53-07:00

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts

2021-05-24T11:30:03-07:00

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or [...]

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts2021-05-24T11:30:03-07:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR

2021-02-17T14:17:30-08:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR Newport Beach, CA — February 11, 2021 – Laila Pence, President of Pence Wealth Management, was recently ranked No. 1 in Southern California in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “On behalf of LPL Financial, we congratulate Laila Pence for being recognized on this year’s Forbes Best-in-State Wealth [...]

LAILA PENCE RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR2021-02-17T14:17:30-08:00

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

2021-11-09T12:52:03-08:00

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 Moms2021-11-09T12:52:03-08:00

Laila Pence’s Forbes Featured Interview

2020-09-18T15:49:26-07:00

Laila Pence’s Journey As An Egyptian Immigrant Building A Diverse $1.6 Billion Financial Advisory Firm Greetings, We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Forbes[1]  list of America’s Top 250 Wealth Advisors for the 4th consecutive year. She is ranked #76 nationwide. The Forbes Top 250 Wealth Advisors ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. based on an algorithm developed by Shook Research. Forbes also published an article highlighting Laila as a featured advisor, [...]

Laila Pence’s Forbes Featured Interview2020-09-18T15:49:26-07:00