Mai Park | Wealth Management | Financial Management | Financial Advisor, Newport Beach

Mai Park, CPWA^®

Managing Director | Private Wealth Manager

Mai Park, CPWA® is the Managing Director of Mai Park Capital and Pence Wealth Management, one of the largest teams within LPL, located in Newport Beach, CA.

Mai has two decades of wealth management experience and was named to the 2025, 2024, and 2023 Forbes "Top Women Wealth Advisors Best-in-State" and 2025 Forbes "Best in State Wealth Advisors."

In 2018, she achieved the Certified Private Wealth Advisor^® advanced professional certification at Chicago Booth School of Business to serve high net worth clients by driving strategic decision making.

Extending beyond conventional advice and administration, Mai constructs custom financial strategies to identify and align personal financial objectives with core values. Asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning services are ongoing elements to the wealth planning process.

Great value is placed toward the fostering of meaningful, multi-generational relationships. Trust and open dialogue is the pillar of her comprehensive approach to wealth management. Guidance is consultative and goals-based, with clear knowledge of individual aspirations. Confidence is cultivated by her commitment to the highest level of personal service, attention to detail, execution, and ongoing assessment.

The Forbes Top Women Wealth Advisors Best-in-State ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Awards based on data points verified by prior broker/ dealer and not LPL Financial.

The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Based on time period from 6/30/2023 to 6/30/2024, data points verified by prior broker/ dealer and not LPL Financial.

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