Laila Pence
President & Co-Founder, Pence Wealth Management | Barron\'s & Forbes Ranked Financial Advisor
- Role
- President at Pence Wealth
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Laila Pence
The world today can be chaotic, confusing and noisy. Not enough information for wise decisions has turned into too much information from frequently unreliable sources. Volume goes up, reason goes down, and action becomes inconsistent, or worse, paralysis set in. With more than 30 years of experience we have lived and managed through the mine fields of the markets. Experience has taught us discipline. From discipline comes principles and from principles: a process.Using our extensive knowledge and experience, we will offer customized programs tailored to help grow and conserve your wealth.With our outstanding personalized service, you’ll receive independent advice from trusted professionals, who establish and execute detailed financial plans based on your personal needs and aspirations. You’ll know your wealth is being handled carefully and efficiently with YOUR best interest in mind.We at Pence Wealth Management are pioneers of “Choke-Point Investing™” and are advocates of the principle that cash flow trumps volatility. Our investment philosophy is built on a keen analysis of human behavior and how it translates to economic activity.Clients in over 40 states are trusting us to help them with their financial goals and investments. Let us help erase your doubts, give you confidence, and prepare you for the future!Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.For a list of states in which I am registered to do business, please visit Pence is a registered principal with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA & SIPC, please refer to contact info section above. Financial Planning services offered though Pence Wealth Management, a registered investment advisor and separate entity from LPL Financial.* Compliance *
Experience
President
Oct 1981 — Present · Newport Beach, CA, US
Mrs. Pence is a CERTIFIED FINANCIAL PLANNER™ professional who has been serving clients since 1980. Laila Pence is a well respected financial planner and a fee-based advisor with LPL Financial.With over 30 years of experience, Laila focuses on cash flow investing.
Education
UCLA
Bachelor of Science (BS)
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