LAILA PENCE

PENCE WEALTH MANAGEMENT

Laila Pence, CFP® is the president of Pence Wealth Management (“PWM”), a Registered Investment Advisory firm, and one of Southern California’s most prestigious private wealth management firms. With her comprehensive approach to financial planning that takes into account her client’s taxation, retirement planning, business structure, estate planning, and real estate, she focuses on making a positive difference in her clients’ lives.

The cornerstone of her success centers on staying true to her values of helping people live their dreams. Pence has been covered by the mainstream media such as Bloomberg, Fox Business and quoted in leading publications such as Forbes and Barron’s

Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through PWM.

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 brokerage services. PWM an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets. PWM and LPL Financial are separate entities.

To learn more, visit www.pencewealthmanagement.com.