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 – 100 TOP Women Financial Advisers
Pence Wealth Management listed in their November 2014 publication. Read More
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 2015.
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
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.