Thursday, 09 July 2026 05:10 AM
Awards
Firm's President and Co-Founder also ranked No. 8 nationally on America's Top Women Wealth Advisors list for 2026
NEWPORT BEACH, CA / ACCESS Newswire / July 9, 2026 / Pence Wealth Management, an independent registered investment advisory firm serving high-net-worth individuals and families, today announced that President and Co-Founder Laila Pence, CFP, has been named the No. 1 Best-In-State Top Women Wealth Advisor in Southern California by Forbes. Pence was also ranked No. 8 nationally on the publication's 2026 list of America's Top Women Wealth Advisors.
Laila Pence, President and Co-Founder, Pence Wealth Management
The recognition adds to a long record of national rankings for Pence, who has spent more than 35 years in the wealth management industry and built Pence Wealth Management into one of the country's leading independent firms alongside her husband, Dryden Pence, Chief Investment Officer of Pence Capital Management.
"I am honored to be recognized by Forbes, but this reflects the work of our entire team and the trust our clients place in us every day. Our focus has always been on helping families build and protect their wealth across generations, and that mission is what drives everything we do." Laila Pence, President and Co-Founder, Pence Wealth Management.
The Forbes ranking of America's Top Women Wealth Advisors is developed by SHOOK Research and based on an algorithm of qualitative and quantitative measures, including in-person and telephone due diligence interviews, assets under management, revenue trends, regulatory records, and industry experience. Portfolio performance is not a ranking criterion. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the list.
The Forbes Best-In-State Women 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
Founded in Newport Beach, California, Pence Wealth Management delivers comprehensive financial guidance through integrated planning and investment strategies. The firm's team holds professional designations including CFP and Ph.D., with expertise spanning retirement planning, estate planning, investments, and insurance.
About Pence Wealth Management
Pence Wealth Management is an independent wealth management firm based in Newport Beach, California, serving high-net-worth individuals and families with $2.8B in assets under management as of 7/1/2026. The firm provides comprehensive financial guidance through sophisticated, highly integrated planning and investing strategies. All financial consultants at Pence Wealth Management are Registered Representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC.
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SOURCE: Pence Wealth Management