Laila Pence is a CERTIFIED FINANCIAL PLANNER™ Professional who has been serving clients since 1980. As President and Co-Founder of Pence Wealth Management, she is a very experienced financial planner and a fee based advisor. Her client base consists of retirees, pre-retirement clients, business owners, and professionals.
Laila attended UCLA as an undergraduate, and received her designation as a CERTIFIED FINANCIAL PLANNER™ Professional from the College for Financial Planning. She is a Life, Disability, and Variable Annuity licensee as well as a licensed real estate broker who specializes in 1031 exchange transactions and triple net leases.
Laila is a Registered Principal and an Investment Advisor Representative with LPL Financial, the nation’s leading independent brokerage firm*. LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are objective in their research and outlook.
Since 2007, Barron’s magazine1, the nation’s top financial weekly, has ranked Laila Pence as one of the Top Financial Advisors in the nation. Nationwide, Barron’s ranked Laila: #27 in California – Top 1,200 Financial Advisors, March 2017; #33 – Top 100 Independent Advisors, August 2016; #70 – TOP 100 Financial Advisors, April 2016; #21 in California – TOP 1,200 Advisors, March 2016; #25 – TOP 100 Independent Financial Advisors, August 2015; and #10 – 100 TOP Women Advisors, June 2017. This, according to Barron’s magazine, puts her clearly in the top 1% of all financial advisors in the nation. From 2013-2016, Laila has been featured in the Financial Times2 400 Top Advisers nationwide list. Laila has also been recognized locally. In March 2013, the Orange County Business Journal3 ranked her as #1 of the Wealth Managers in Orange County two years in a row (2012, 2013). Laila is also a Five Star Award4 winner in Orange County and Los Angeles (2013 – 2017).
Laila is a contributing author to the book Living and Learning, published by Quantum Press and released in July 2005.
Laila is married to E. Dryden Pence III, who serves as the Chief Investment Officer of the firm. They live in Tustin Hills, California and their principal pastime is taking care of their daughter Sarah and attending professional sporting events.
Laila joined the Claremont Graduate University Board of Trustees in 2016.
*As reported in Financial Planning magazine 1996-2017, based on total revenues.
1 Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice.
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 Orange County Business Journal – based on Barron’s rankings
4 Five Star – 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 2016 Five Star Wealth Managers.