Broker Check

About Pence Wealth Management

Our Financial Services

Pence Wealth Management is a privately-held firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies.

Since 1980 our advisors have worked closely with clients to discuss, learn, analyze and understand their various needs, goals, and aspirations. 

Award-Winning Service

Our award-winning service is rooted in deep relationships and an unwavering dedication to helping families pursue their dreams with clarity and confidence. 

Pence Wealth Management Awards

2025

  • Forbes Top RIA Firms
  • Forbes Top Women Wealth Advisors
  • Forbes Top Women Wealth Advisors Best-In-State | Southern California
  • Forbes America's Top Wealth Advisors
  • Forbes Best-In-State Wealth Advisors | Southern California
  • Barron's Top 100 Women Financial Advisors
  • Barron's Top 100 Independent Advisors
  • Barron's Top 1200 Financial Advisors

2024

  • Forbes Top RIA Firms
  • Forbes Top Wealth Advisors Best-In-State | Southern California
  • Forbes Top Wealth Advisors
  • Barron's Top 1200 Financial Advisors
  • Forbes Top Women Wealth Advisors
  • Forbes Top Women Wealth Advisors Best-In-State | Southern California
  • Barron's Top 100 Independent Advisors
  • Barron's Top 100 Women Advisors

2023

  • Forbes Top RIA Firms
  • Barron's Top Independent Financial Advisors
  • Barron's Top Women Financial Advisors
  • Forbes Top Wealth Advisors Best-In-State | Southern California
  • Forbes Top Wealth Advisors
  • Barron's Top 1200 Financial Advisors
  • Forbes Top Women Wealth Advisors
    Forbes Top Women Wealth Advisors Best-In-State | Southern California

2022

  • Forbes Top RIA Firms
  • Barron's Top Independent Financial Advisors
  • Forbes Top Wealth Advisors
  • Barron's Top Women Financial Advisors
  • Forbes Top Wealth Advisors Best-In-State | Southern California
  • Barron's Top 1200 Financial Advisors
  • Forbes Top Women Wealth Advisors
  • Forbes Top Women Wealth Advisors Best-In-State | Southern California

*Individual awards referenced in above listing won by Laila Marshall-Pence. Pence Wealth Management proudly services over $2.5 billion in advisory assets and $274 million in brokerage assets as of 1/9/26

Connect

(949) 220-1376

Learn more

Email

mai.park@lplfinancial.com

Learn more

Visit

Newport Beach Office
Torrance Office

Learn more