{"id":94,"date":"2022-03-10T23:24:50","date_gmt":"2022-03-10T23:24:50","guid":{"rendered":"http:\/\/luncheon.pencewealthmanagement.com\/?page_id=94"},"modified":"2024-02-28T21:45:46","modified_gmt":"2024-02-28T21:45:46","slug":"bio-laila-pence","status":"publish","type":"page","link":"https:\/\/luncheon.pencewealthmanagement.com\/?page_id=94","title":{"rendered":"BIO | LAILA PENCE"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l0lm084u-06e8766aa6a7535b8575b091e9204647\">\n.avia-section.av-l0lm084u-06e8766aa6a7535b8575b091e9204647{\nbackground-color:#301118;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-l0lm084u-06e8766aa6a7535b8575b091e9204647 main_color avia-section-default avia-no-border-styling  avia-builder-el-0  avia-builder-el-no-sibling  avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><main  role=\"main\" 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https:\/\/luncheon.pencewealthmanagement.com\/wp-content\/uploads\/2024\/02\/Laila-Pence-2-1576x2048.png 1576w, https:\/\/luncheon.pencewealthmanagement.com\/wp-content\/uploads\/2024\/02\/Laila-Pence-2-1154x1500.png 1154w, https:\/\/luncheon.pencewealthmanagement.com\/wp-content\/uploads\/2024\/02\/Laila-Pence-2-543x705.png 543w\" sizes=\"(max-width: 1743px) 100vw, 1743px\" \/><\/div><\/div><\/div><\/div><div  class='flex_column av-1jbfb-28cc21d5954d7c70b00e38bbf83a2fe6 av_two_third  avia-builder-el-3  el_after_av_one_third  avia-builder-el-last  flex_column_div  '     ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l0lm2yv3-870c0595f8660ff6277f5a5c9a9f0e63\">\n#top .av-special-heading.av-l0lm2yv3-870c0595f8660ff6277f5a5c9a9f0e63{\npadding-bottom:10px;\ncolor:#ffffff;\nfont-size:40px;\n}\nbody .av-special-heading.av-l0lm2yv3-870c0595f8660ff6277f5a5c9a9f0e63 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n#top #wrap_all 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itemprop=\"headline\"  >LAILA PENCE, CFP\u00ae<\/h1><div class='av_custom_color av-subheading av-subheading_below'><p>Ranked as #1 in Forbes Best-In-State Wealth Advisors List for Southern California (2023)<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l0lm3qfl-f8aaf42de313aeba8649277c4b7ded73\">\n#top .hr.av-l0lm3qfl-f8aaf42de313aeba8649277c4b7ded73{\nmargin-top:30px;\nmargin-bottom:30px;\n}\n.hr.av-l0lm3qfl-f8aaf42de313aeba8649277c4b7ded73 .hr-inner{\nwidth:1920px;\nborder-color:#ffffff;\n}\n<\/style>\n<div  class='hr av-l0lm3qfl-f8aaf42de313aeba8649277c4b7ded73 hr-custom  avia-builder-el-5  el_after_av_heading  el_before_av_textblock  hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-thin'><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l0lm47yj-0c05a6997d31786cac3360bd395f28f2\">\n#top .av_textblock_section.av-l0lm47yj-0c05a6997d31786cac3360bd395f28f2 .avia_textblock{\nfont-size:15px;\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-l0lm47yj-0c05a6997d31786cac3360bd395f28f2 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p class=\"p1\">\u00ad<span class=\"s1\">Laila Pence, CFP\u00ae, is the President of Pence Wealth Management, a Registered Investment Advisory firm and one of the nation\u2019s leading private wealth management firms. She specializes in wealth planning for both individuals and businesses as well as retirement income planning.\u00a0 \u00a0She uses her expertise in taxes to guide her clients in making wise choices in allocating assets while maximizing income and appreciation within their risk tolerance.\u00a0 Laila\u2019s definition of success is to make a difference in her client\u2019s lives by taking them to the next level in creating and maintaining their wealth.\u00a0 The cornerstone of her success has been staying true to her commitment to helping people live their dreams through her leadership, enthusiasm and willingness to serve. <\/span><\/p>\n<p class=\"p2\">Over the past 35 years, Laila has grown Pence Wealth Management into a highly successful firm through her hard work and dedication to helping hundreds of clients develop strategies to align their personal and professional goals. \u00a0Laila did her undergraduate work at UCLA and has earned the CERTIFIED FINANCIAL PLANNER<span class=\"s2\"><sup>TM<\/sup><\/span> designation, the standard of excellence in financial planning, through the College For Financial Planning.<\/p>\n<p class=\"p3\">Laila has been recognized by the financial services industry for her many achievements:<\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 <i>Barron\u2019s<\/i> Hall of Fame (2019), an exclusive group of advisors who have appeared in 10 or more <i>Barron\u2019s<\/i> annual Top 100 Advisor rankings <\/span><span class=\"s2\"><sup>[4]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 #1-ranked Best-in-State Wealth Advisor in Southern California, <i>Forbes<\/i> (2018-2023)<\/span> <span class=\"s2\"><sup>[1]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Top 1,200 Financial Advisors, <i>Barron\u2019s<\/i> (2014-2023)<\/span> <span class=\"s2\"><sup>[2]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 America\u2019s Top Women Financial Advisors, <i>Barron\u2019s<\/i> (2008-2023) <\/span><span class=\"s2\"><sup>[1]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 America\u2019s Top Women Wealth Advisors, <i>Forbes<\/i> (2017-2024) <\/span><span class=\"s2\"><sup>[1]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Top 100 Independent Financial Advisors, <i>Barron\u2019s<\/i> (2012-2023)<\/span> <span class=\"s2\"><sup>[2]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 America\u2019s Top Wealth Advisors, <i>Forbes<\/i> (2018-2023)<\/span> <span class=\"s2\"><sup>[1]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Top 100 Private Wealth Management Teams, <i>Barron\u2019s<\/i> (2021)<\/span> <span class=\"s2\"><sup>[2]<\/sup><\/span><\/p>\n<p class=\"p4\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 \u201cWomen to Watch\u201d list of honors, InvestmentNews (2019)<\/span> <span class=\"s2\"><sup>[3]<\/sup><\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Top Wealth Advisor Mom, <i>Working Mother Magazine<\/i> (in collaboration with Shook Research (2020) <\/span><span class=\"s2\"><sup>[5]<\/sup><\/span><\/p>\n<p class=\"p6\">Outside the office, Laila is devoted to her husband and daughter. She is also very passionate about giving back to her community and has served on the Board of Trustees for Claremont Graduate University. As an immigrant from Egypt, she believes it is very important to stay connected with her Egyptian heritage. In 2017, Egyptian President <span class=\"s3\">Abdul Fattah al-Sisi\u00a0<\/span>honored Laila and 30 other Egyptian-American women who found success abroad through their distinguished skills and experiences at the \u201cEgyptian Woman Can\u201d conference. In addition, she is involved in Egyptian Cancer Network and Telemed Foundation by donating and fundraising for children\u2019s hospitals in Egypt.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-xlbr-051f4f30aa195466924edf8cd7665f08\">\n#top .hr.av-xlbr-051f4f30aa195466924edf8cd7665f08{\nmargin-top:30px;\nmargin-bottom:30px;\n}\n.hr.av-xlbr-051f4f30aa195466924edf8cd7665f08 .hr-inner{\nwidth:1920px;\nborder-color:#ffffff;\n}\n<\/style>\n<div  class='hr av-xlbr-051f4f30aa195466924edf8cd7665f08 hr-custom  avia-builder-el-7  el_after_av_textblock  el_before_av_textblock  hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-thin'><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l0lm53pq-656a379e6e664f76d818de9b8f7d7d26\">\n#top .av_textblock_section.av-l0lm53pq-656a379e6e664f76d818de9b8f7d7d26 .avia_textblock{\nfont-size:10px;\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-l0lm53pq-656a379e6e664f76d818de9b8f7d7d26 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p>Pence Wealth Management, Inc. (\u201cPWM\u201d) is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and securities and investment advisory services offered through LPL Financial, member FINRA\/SIPC and a registered investment adviser. As of 12\/31\/2023, the total assets serviced by PWM through LPL Financial consist of over $1.69 billion in advisory and $181 million in brokerage assets.<\/p>\n<p>Barron\u2019s, Forbes\/SHOOK\u00ae Research, Working Mother Magazine, PWM and LPL Financial are separate entities.<\/p>\n<p>Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA\/SIPC. Financial planning offered through PWM, a Registered Investment Advisor.<\/p>\n<p>Dryden Pence is a registered representative with and securities and advisory services offered through LPL Financial, member FINRA\/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through PWM, a registered investment advisor. Mr. Pence is the Chief Investment Officer of Pence Capital Management, LLC and provides investment related consultancy services to Pence Wealth Management and Pence Financial Group.<\/p>\n<p class=\"p1\"><span class=\"s1\"><sup>[1]<\/sup><\/span> The Forbes Ranking of America\u2019s Top Wealth Advisors, developed by SHOOK<span class=\"s1\"><sup>\u00ae <\/sup><\/span>Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence, interviews, and quantitative data. Those advisors that are considered have a minimum of seven years\u2019 experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK<span class=\"s1\"><sup>\u00ae <\/sup><\/span>receives a fee in exchange for rankings.<\/p>\n<p class=\"p1\"><span class=\"s1\"><sup>[2]<\/sup><\/span> Barron\u2019s Top 100 &amp; Top 1200 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.<\/p>\n<p class=\"p1\"><span class=\"s1\"><sup>[3]<\/sup><\/span> InvestmentNews Women to Watch \u2013 Each of the advisors and executives who made the 5<span class=\"s1\"><sup>th<\/sup><\/span> annual InvestmentNews Women to Watch list were chosen from a rigorous selection process designed to identify women who possess leadership skills, the ability to effect change in the industry, a willingness to share their expertise with other women and are committed to giving back to the community.<\/p>\n<p class=\"p1\"><span class=\"s1\"><sup>[4]<\/sup><\/span> Barron\u2019s Hall of Fame (2019) Advisors appearing in the rankings have answered 100-plus questions about their practices in our annual survey. The questionnaire addresses a wide range of data points, including the assets the advisors oversee, the revenue they collect on those assets, the industry designations they possess, their regulatory records, the length of time they\u2019ve been in the industry, their charitable and philanthropic work, the investment vehicles they use to allocate assets, the sizes and shapes of their teams, and more.<\/p>\n<p class=\"p1\">The rankings specifically do not factor in investment performance, as returns are tied inextricably to the risk tolerances of individual clients; to reward outsize returns would be to encourage advisors to chase them. Instead, Barron\u2019s use assets and revenue as their primary quantitative measures, as clients tend to express their satisfaction by voting with their assets and their fees.<\/p>\n<p class=\"p1\"><span class=\"s1\"><sup>[5]<\/sup><\/span> Working Mother Magazine \u2013 SHOOK<span class=\"s1\"><sup>\u00ae <\/sup><\/span>Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK<span class=\"s1\"><sup>\u00ae <\/sup><\/span>Research LLC. Neither SHOOK<span class=\"s1\"><sup>\u00ae <\/sup><\/span>nor Working Mother receives compensation from the advisors or their firms in exchange for placement of a ranking.<\/p>\n<\/div><\/section><\/p><\/div><\/div><\/div><\/main><!-- close content main element --><\/div><\/div><div id='after_section_1'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-94'><div class='entry-content-wrapper clearfix'>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-94","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/pages\/94","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=94"}],"version-history":[{"count":8,"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/pages\/94\/revisions"}],"predecessor-version":[{"id":315,"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=\/wp\/v2\/pages\/94\/revisions\/315"}],"wp:attachment":[{"href":"https:\/\/luncheon.pencewealthmanagement.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=94"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}