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Accolades

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Accolades

Pence Wealth Management is a premier provider of Orange County financial services.
See what the press has been saying about us both locally and nationwide:

Financial Times2 –  300 TOP Registered Investment Advisers
Pence Wealth Management listed in their June 2014 publication. Read More

BARRON’S4 –  TOP 100 Women Financial Advisors
Ranked #5 in the Barron’s Top 100 Women Financial Advisors report, June 9, 2014.

BARRON’S4 –  TOP 100 Financial Advisors
Ranked #75 in the Barron’s Top 100 Financial Advisors, April 21, 2014.

BARRON’S4  –  TOP 100 Independent Financial Advisors
Ranked #35 in the Barron’s Top 100 Independent Financial Advisors report, August 25, 2014.

Financial Times2 – 400 TOP Financial Advisers
Listed in their March 25, 2014 and April 11, 2013 publications. Read More

BARRON’S4 – TOP 1,200 Financial Advisors
Ranked #24 in California in the Barron’s Top 1200 Financial Advisors report, February 24, 2014.

Leadership Honoree of Girl Scouts of Orange County 2013
Official Announcement | Orange County Register Article

FIVE STAR AWARD3 Wealth Managers
Laila Pence, Dryden Pence, Jacquelin Moody and Douglas Frazier award winners, 2014. Read more

Orange County Business Journal3
Ranked #1 Financial Advisor in Orange County, March 25, 2013.

Orange County Business Journal1
Received Women in Business Award, June 2012.

As Seen in Forbes6

Pence Wealth Management - Financial Advisors featured in Forbes Magazine     Pence Wealth Management - Financial Advisors featured in Forbes Magazine

In June 2012 – Elite Professional Directory Wealth Manager

Pence Wealth Management prides itself on being more than just a professional wealth management firm. We strive to provide our clients with greater comfort regarding their income and confidence regarding their wealth. Pence Wealth Management advisors have been trusted by clients and their families nationwide for 32 years. We are proud of the accolades that we receive and strive to always provide planning and asset management that makes a difference.

1   Women in Business Awards are presented annually to five outstanding professional women who have made significant contributions to their organizations, their professions and the Orange County community as determined by Orange County Business Journal judging panel.

2   Financial Times list  is based on six broad factors and calculates a numeric score for each adviser. Areas for consideration include adviser AUM, asset growth, years of experience, industry certification, Finra compliance record and online accessibility.

3   Five Star – Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of  Five Star Wealth Managers.

4   Orange County Business Journal – based on Barron’s rankings

5   Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice.

6   Elite Professional Directory – based on meeting or exceeding these criteria: RIA or IAR, fee-only or fee-based, 15+ years of experience, advanced certifications held, no unresolved lawsuits or grievances, comprehensive range of wealth management & financial planning services offered, previously included on regional wealth manager listing.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421