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Planning For Your Dreams Securities offered through LPL Financial, Member SIPC www.sipc.org
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Recent posts
We're proud to announce that Laila Pence has been recognized on Barron’s 2026 Top 100 Independent Advisors list.
This honor reflects what our clients have known for decades: Laila's unwavering commitment to helping individuals and families pursue their financial goals with confidence.
For more than 35 years, she has combined experience with a personalized, client-first approach to wealth management.
We're grateful for the trust our clients place in us and excited to celebrate this well-deserved recognition.
Congratulations, Laila! 👏
#financialplanning #wealthmanagement #newportbeach
07 Oct 2026
We are proud to share that Barron's has named Laila Pence one of its Top 100 Women Financial Advisors for 2026, ranking her #16 nationally.
This prestigious recognition reflects Laila's unwavering commitment to helping clients navigate their financial journeys with confidence, clarity, and personalized guidance. Throughout her career, she has dedicated herself to delivering exceptional service and thoughtful wealth management strategies to individuals and families across the country.
While awards are gratifying, what makes this recognition especially meaningful is the trust our clients place in us every day. Laila's passion for serving others and her commitment to excellence continue to set a high standard for our profession.
Please join us in congratulating Laila on this remarkable achievement and well-deserved honor.
👏 Congratulations, Laila!
#FinancialAdvisor #WealthManagement #FinancialPlanning #WomenInFinance #Leadership
20 Aug 2026
We’re proud to share that Laila Pence has been named a 2026 Summit+ by @lpl_financial - an elite distinction reserved for top growth performers within the Summit level of the LPL Club Program.*
This recognition places Laila among a select group of advisors setting the pace for growth and excellence across the industry.
We’re incredibly grateful for the trust our clients continue to place in us. As markets evolve, this milestone only strengthens our commitment to delivering thoughtful, high-impact financial guidance.
Excited for what’s ahead as we continue to grow and deepen our relationships with clients throughout Southern California.
#wealthmanagement #orangecounty #newportbeach #achievement
*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Summit+ qualifiers are the top 25 Summit advisors by growth rate or achievement of $50M+ in net new assets in 2025.
21 May 2026
🎉 We are thrilled to announce that Forbes has named Laila Pence the #1 Best-In-State Wealth Advisor in Southern California and included her on its prestigious 2026 list of America’s Top 250 Wealth Advisors.
This distinction underscores Laila’s leadership in the industry and her ongoing dedication to delivering exceptional results for her clients.
Please join us in celebrating Laila on this remarkable achievement!
@forbes #FinancialPlanning #NewportBeach #wealthmanagement
14 May 2026
We are thrilled to announce that Barron's has recognized Laila Pence as one of their Top 1500 Financial Advisors of 2026!
This prestigious honor reflects Laila's dedication, experience, and outstanding service to her clients.
Congratulations, Laila, on this remarkable achievement!
#wealthmanagement #topadvisor #recognition #award #orangecounty
13 Apr 2026
We are excited to share that Forbes has recognized Laila Pence as the #1 Best-In-State Top Women Wealth Advisor in California and #8 nationally in America's Top Women Wealth Advisors for 2026!
This honor reflects Laila's unwavering commitment to serving our clients with excellence, leadership, and integrity. We are incredibly proud of her continued dedication and the example she sets for our entire team.
#financialplanning #newportbeach #orangecounty #wealthmanagement
25 Feb 2026
🎉Big News!
We are thrilled to share that Pence Wealth Management has been honored by Forbes as one of America’s Top RIA Firms for 2025 — ranking #11 nationwide and marking our fourth consecutive year on this prestigious list.
This recognition celebrates independent firms that excel in client service, growth, and fiduciary responsibility. Being among the top firms in the country reflects our unwavering commitment to delivering personalized strategies and long-term value for our clients.
A huge thank you to our amazing clients for your trust and to our incredible team for your dedication. This achievement wouldn’t have been possible without you!
Here’s to many more years of success together! 🚀
#Forbes #TopRIA #WealthManagement #ClientFirst #FinancialPlanning #PenceWealth
13 Nov 2025
🌟Meet Our Newest Advisory Team Members🌟
With over $2.6 billion in assets under management* and a ranking of #11 on Forbes' Top RIA Teams in 2025, we continue to grow in order to better serve you, your friends, and your family.
We're excited to introduce four talented professionals who have recently joined Pence Wealth Management. Their combined experience and dedication strengthen our ability to deliver the personalized guidance and exceptional service you've come to expect.
We've added incredible experience and knowledge to our team—and we can't wait for you to meet them. Please join us in welcoming Mai Park, Ryan Martin, Natalie Adams, and Mac Dalphy to the team!
#pencewealth #wealthmanagement #newportbeach #forbes #financialplanning
*as of October 2025
15 Oct 2025
🌟 Big News! 🌟
We’re thrilled to share that Laila Pence has been named to Barron’s 2025 list of the Top 100 Independent Advisors nationwide!
This prestigious recognition is a testament to Laila’s unwavering commitment to delivering world-class wealth management strategies and her passion for helping clients achieve their financial goals.
With over 35 years of experience, Laila continues to set the standard for what it means to be a trusted advisor—combining deep insight, integrity, and a client-first mindset.
👏 Please join us in congratulating Laila on this incredible honor—and thank you for the trust you place in her and the entire Pence Wealth Management team.
#topadvisor #wealthmanagement #financialplanning #newportbeach #pencewealth #barrons
30 Sep 2025
🚨 Federal Paper Checks Ending Soon 🚨
Starting September 30, 2025, the U.S. Treasury will stop issuing and accepting paper checks for payments from agencies like the IRS, Social Security, and Veterans Affairs.
Why?
✅ Paper checks are 16x more likely to be lost or stolen
📈 Check fraud is up 385% since the pandemic
⚡ Electronic payments are faster, safer, and more efficient
What You Need to Do:
-Switch to direct deposit, prepaid debit cards, or digital wallets
-Enroll for Social Security at GoDirect.gov
-Use IRS Direct Pay or EFTPS for refunds and payments
-All future tax payments – including quarterly estimates – must be made electronically
Need help making the switch? We're here to guide you through it.
#IRS #SocialSecurity #TaxTips #FinancialPlanning #WealthManagement #PenceWealth
26 Sep 2025
Laila Pence is the President of Pence Wealth Management, a Registered Investment Advisory firm and one of the nation’s leading private wealth management firms.
She specializes in wealth planning for both individuals and businesses as well as retirement income planning.
#financialplanning #newportbeach #orangecounty #egypt #egyptian
22 Aug 2025
Dryden Pence serves as Chief Investment Officer for Pence Wealth Management, overseeing the management of all client assets.
Dryden obtained his degree in Economics from Harvard University in 1982.
In that same year, he was commissioned in the US Army as a Military Intelligence Officer through the ROTC program at Massachusetts Institute of Technology (MIT).
#financialplanning #newportbeach #orangecounty
22 Aug 2025
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