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Laila Pence

President & Co-Founder

Pence Wealth Management

United States, California, Newport Beach

About Me

Laila Pence, CFP®, 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.  She 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. Laila’s definition of success is to make a difference in her client’s lives by taking them to the next level in creating and maintaining their wealth. The cornerstone of her success has been staying true to her commitment to helping people li

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Profile Information

President & Co-Founder

Pence Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

Oct 28, 2025

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